Position in GILD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$384,073
-$39,611 QoQ
Shares Held
3,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,519
of 2,266 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GILD Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Roberts Wealth Advisors, LLC holds $14,402,366 across 6 Drug Manufacturers - General names. GILD ranks #4 (2.7% of the industry book) .
All Filings in GILD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,073 | 3,040 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $423,684 | 3,040 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $519,803 | 4,235 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $470,085 | 4,235 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $513,882 | 4,635 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $552,966 | 4,935 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $538,978 | 5,835 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $589,814 | 7,035 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $473,752 | 6,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $505,791 | 6,905 | Shares | Sole | 2024-04-18 | |
| 2023-09-30 | $517,460 | 6,905 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $532,168 | 6,905 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $572,907 | 6,905 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $598,803 | 6,975 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $444,413 | 7,190 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $427,445 | 7,190 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $524,607 | 7,225 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||