Gilead Sciences, Inc.
CH ˙ SWX ˙ US3755581036
SecurityCH:GILD / Gilead Sciences, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership1,808 shares
Latest Disclosed Value $ 251,981
Heritage Wealth Advisors reports 1.29% increase in ownership of GILD / Gilead Sciences, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 1,808 shares of Gilead Sciences, Inc. (CH:GILD) valued at $251,981 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,785 shares of Gilead Sciences, Inc.. This represents a change in shares of 1.29% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Gilead Sciences COM 375558103 1,808 23 1.29 252 14.61 0.0098
2026-02-13 2025-12-31 13F Gilead Sciences COM 375558103 1,785 -469 -20.81 219 -12.40 0.0084
2025-11-13 2025-09-30 13F Gilead Sciences COM 375558103 2,254 0 0.00 250 0.40 0.0110
2025-08-11 2025-06-30 13F Gilead Sciences COM 375558103 2,254 0 0.00 250 -1.19 0.0119
2025-05-08 2025-03-31 13F Gilead Sciences COM 375558103 2,254 -60 -2.59 253 18.31 0.0128
2025-02-12 2024-12-31 13F Gilead Sciences COM 375558103 2,314 0 0.00 214 9.79 0.0106
2024-11-12 2024-09-30 13F Gilead Sciences COM 375558103 2,314 0 0.00 194 22.78 0.0091
2024-12-12 2024-06-30 13F/A-1 Gilead Sciences COM 375558103 2,314 -150 -6.09 159 -12.22 0.0072
2024-08-06 2024-06-30 13F Gilead Sciences COM 375558103 2,314 -150 159 0.0072
2024-12-12 2024-03-31 13F/A-1 Gilead Sciences COM 375558103 2,464 0 0.00 180 -9.55 0.0082
2024-05-08 2024-03-31 13F Gilead Sciences COM 375558103 2,464 0 180 0.0083
2024-12-12 2023-12-31 13F/A-1 Gilead Sciences COM 375558103 2,464 0 0.00 200 8.15 0.0099
2024-02-12 2023-12-31 13F Gilead Sciences COM 375558103 2,548 84 206 0.0103
2024-12-12 2023-09-30 13F/A-1 Gilead Sciences COM 375558103 2,464 0 0.00 185 -2.65 0.0101
2023-11-09 2023-09-30 13F Gilead Sciences COM 375558103 2,464 0 185 0.0101
2024-12-12 2023-06-30 13F/A-1 Gilead Sciences COM 375558103 2,464 0 0.00 190 -7.35 0.0100
2023-08-09 2023-06-30 13F Gilead Sciences COM 375558103 2,464 0 190 0.0100
2023-05-04 2023-03-31 13F Gilead Sciences COM 375558103 2,464 0 0.00 204 -3.32 0.0114
2024-12-12 2022-12-31 13F/A-1 Gilead Sciences COM 375558103 2,464 0 0.00 212 38.82 0.0123
2023-02-07 2022-12-31 13F Gilead Sciences COM 375558103 2,464 0 212 0.0123
2024-12-12 2022-09-30 13F/A-1 Gilead Sciences COM 375558103 2,464 0 0.00 152 0.0110
2022-11-10 2022-09-30 13F Gilead Sciences COM 375558103 2,464 0 0 0.0110
2022-08-04 2022-06-30 13F Gilead Sciences COM 375558103 2,464 650 35.83 0 0.0106
2022-05-11 2022-03-31 13F Gilead Sciences COM 375558103 1,814 0 0.00 0 0.0060
2022-03-28 2021-12-31 13F/A-1 Gilead Sciences COM 375558103 1,814 0 0.00 0 -100.00 0.0072
2022-02-02 2021-12-31 13F Gilead Sciences COM 375558103 1,814 0 132 0.0072
2021-11-02 2021-09-30 13F Gilead Sciences COM 375558103 1,814 1,000 122.85 127 125.00 0.0078
2021-08-09 2021-06-30 13F/A-1 Gilead Sciences COM 375558103 814 0 0.00 56 7.69 0.0035
2021-07-27 2021-06-30 13F Gilead Sciences COM 375558103 814 0 47 0.0029
2021-04-27 2021-03-31 13F Gilead Sciences COM 375558103 814 0 0.00 53 10.64 0.0032
2021-02-01 2020-12-31 13F Gilead Sciences COM 375558103 814 814 47 0.0029
2020-11-03 2020-09-30 13F Gilead Sciences COM 375558103 0 -130 -100.00 0 -100.00
2020-07-17 2020-06-30 13F/A-1 Gilead Sciences COM 375558103 130 105 420.00 10 900.00 0.0014
2020-07-17 2020-06-30 13F Gilead Sciences COM 375558103 7,330 7,305 10 1,399.3941
2020-05-05 2020-03-31 13F Gilead Sciences COM 375558103 25 25 2 0.0003
2019-10-30 2019-09-30 13F Gilead Sciences COM 375558103 0 -130 -100.00 0 -100.00
2019-08-05 2019-06-30 13F Gilead Sciences COM 375558103 130 -193 -59.75 9 -60.00 0.0013
2019-05-06 2019-03-31 13F Gilead Sciences COM 375558103 323 -34,070 -99.06 21 -99.07 0.0035
2019-01-26 2018-12-31 13F Gilead Sciences COM 375558103 34,393 -2,032 -5.58 2,151 -23.51 0.4203
2018-11-14 2018-09-30 13F Gilead Sciences COM 375558103 36,425 7,694 26.78 2,812 38.32 0.5508
2018-07-19 2018-06-30 13F GILEAD SCIENCES COM 375558103 28,731 -786 -2.66 2,033 -8.75 0.7602
2018-05-10 2018-03-31 13F GILEAD SCIENCES COM 375558103 29,517 2,994 11.29 2,228 17.08 0.9250
2018-02-02 2017-12-31 13F GILEAD SCIENCES COM 375558103 26,523 642 2.48 1,903 -9.42 0.8142
2017-11-07 2017-09-30 13F GILEAD SCIENCES COM 375558103 25,881 1,228 4.98 2,101 21.03 1.0571
2017-07-27 2017-06-30 13F GILEAD SCIENCES COM 375558103 24,653 40 0.16 1,736 3.64 0.8986
2017-05-10 2017-03-31 13F GILEAD SCIENCES COM 375558103 24,613 24,613 1,675 0.9030
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.