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CreativeOne Wealth, LLC: GILD position timeline

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

CreativeOne Wealth, LLC held 28,296 GILD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,296 shares
    Change vs previous 13F -1,727 shares

    0.08% of the 13F portfolio, value $3,574,949.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 30,023 shares
    Change vs previous 13F -647 shares

    0.1% of the 13F portfolio, value $4,184,270.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,670 shares
    Change vs previous 13F +766 shares

    0.09% of the 13F portfolio, value $3,764,386.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 29,904 shares
    Change vs previous 13F -1,884 shares

    0.08% of the 13F portfolio, value $3,319,308.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,788 shares
    Change vs previous 13F +2,257 shares

    0.09% of the 13F portfolio, value $3,524,279.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 29,531 shares
    Change vs previous 13F -11,709 shares

    0.1% of the 13F portfolio, value $3,308,947.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,240 shares
    Change vs previous 13F +9,105 shares

    0.12% of the 13F portfolio, value $3,809,330.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,135 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,694,230.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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