Significant Wealth Partners LLC GILD — GILEAD SCIENCES INC

Ownership history in Significant Wealth Partners LLC  ·  10 quarters on record

AI Ownership Summary

Significant Wealth Partners LLC reported GILEAD SCIENCES INC (GILD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.98% in 2023 Q4. The latest visible filing shows GILD at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GILD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Significant Wealth Partners LLC's position in GILEAD SCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GILD was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GILD stock page Significant Wealth Partners LLC fund profile Significant Wealth Partners LLC full holdings
How Significant Wealth Partners LLC held GILD — position size vs. price
% of Fund (quarterly)    GILD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,074 +861 +26.8% 0.70% $568K 2026-04-08 $141.54
2025 Q4 REDUCED 50.4% +14.2% ❌ 3,213 -3,261 -50.4% 0.44% $394K 2026-01-07 $123.65
2025 Q3 ADDED — — — 6,474 +713 +12.4% 0.35% $719K 2025-11-04 $121.50
2025 Q2 REDUCED 10.8% +2.3% ❌ 5,761 -699 -10.8% 0.31% $639K 2025-07-15 $106.99
2025 Q1 ADDED — — — 6,460 +616 +10.5% 0.37% $724K 2025-04-30 $103.78
2024 Q4 REDUCED — — — 5,844 -214 -3.5% 0.28% $540K 2025-02-11 $93.00
2024 Q3 ADDED — — — 6,058 +378 +6.7% 0.26% $508K 2024-11-12 $90.51
2024 Q2 REDUCED 56.0% +23.3% ❌ 5,680 -7,216 -56.0% 0.22% $390K 2024-07-26 $73.19
2024 Q1 REDUCED 22.8% -5.2% ✅ 12,896 -3,804 -22.8% 0.62% $945K 2024-05-07 $61.46
2023 Q4 INITIATED — — — 16,700 — — 0.98% $1.4M 2024-02-01 $72.64

🏢 Other funds also holding GILD

As of 2026 Q1 — sorted by position size

Nexus Investment Management ULC 3Y 7Y 4.96% Opes Wealth Management LLC 3Y 7Y 3.89% Kessler Investment Group, LLC 3Y 7Y 3.29% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.19% NIA IMPACT ADVISORS, LLC 3Y 3.08% Polaris Capital Management, LLC 3Y 7Y 2.88% Verity & Verity, LLC 3Y 7Y 2.83% AlphaCentric Advisors LLC 3Y 2.82% ATWOOD & PALMER INC 3Y 7Y 2.73% WealthBridge Investment Counsel Inc. 3Y 2.71%

FAQ About Significant Wealth Partners LLC and GILD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Significant Wealth Partners LLC reported owning GILD?

Significant Wealth Partners LLC reported GILD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GILD position in Significant Wealth Partners LLC's portfolio?

The largest reported portfolio weight for GILD was 0.98% in 2023 Q4.

What is the latest reported GILD position on this page?

The most recent filing on this page is 2026 Q1, when Significant Wealth Partners LLC reported 4,074 shares, equal to 0.70% of portfolio, with an estimated market value of $568K.

What does the chart on this GILD ownership page compare?

The chart compares Significant Wealth Partners LLC's quarterly GILD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Significant Wealth Partners LLC time their GILD position?

Based on 13F filing dates vs. subsequent GILD price moves, Significant Wealth Partners LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on GILD relative to SPY over the holding period was +17.2%.

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