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Concord Wealth Partners: GILD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on GILD, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 0 GILD shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -45 shares

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 45 shares
    Change vs previous 13F -530 shares

    <0.01% of the 13F portfolio, value $4,995.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 575 shares
    Change vs previous 13F -591 shares

    0.01% of the 13F portfolio, value $63,750.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,166 shares
    Change vs previous 13F -17,538 shares

    0.02% of the 13F portfolio, value $130,650.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,166 shares
    • Concord Asset Management, LLC/VA: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 18,704 shares
    Change vs previous 13F +12,467 shares

    0.16% of the 13F portfolio, value $1,727,740.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,375 shares
    • Concord Asset Management, LLC/VA: 9,329 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 6,237 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $522,919.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,181 shares
    • Concord Asset Management, LLC/VA: 3,056 shares

    Acceptance time not in the bulk data set (spec §4.2).