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Gilliland Jeter Wealth Management LLC: IVE position timeline

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

Gilliland Jeter Wealth Management LLC held 6,660 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,660 shares
    Change vs previous 13F +604 shares

    0.4% of the 13F portfolio, value $1,512,182.

    13F-HR 0002009886-26-000003 filed by Gilliland Jeter Wealth Management 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 6,056 shares
    Change vs previous 13F +790 shares

    0.38% of the 13F portfolio, value $1,278,771.

    13F-HR 0002009886-26-000002 filed by Gilliland Jeter Wealth Management 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 5,266 shares
    Change vs previous 13F +1,697 shares

    0.34% of the 13F portfolio, value $1,116,683.

    13F-HR 0002009886-26-000001 filed by Gilliland Jeter Wealth Management 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 3,569 shares
    Change vs previous 13F +720 shares

    0.23% of the 13F portfolio, value $737,015.

    13F-HR 0002009886-25-000007 filed by Gilliland Jeter Wealth Management 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 2,849 shares
    Change vs previous 13F +665 shares

    0.18% of the 13F portfolio, value $556,801.

    13F-HR 0002009886-25-000005 filed by Gilliland Jeter Wealth Management 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 2,184 shares
    Change vs previous 13F +628 shares

    0.15% of the 13F portfolio, value $416,159.

    13F-HR 0002009886-25-000004 filed by Gilliland Jeter Wealth Management 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 1,556 shares
    Change vs previous 13F +454 shares

    0.1% of the 13F portfolio, value $297,009.

    13F-HR 0002009886-25-000001 filed by Gilliland Jeter Wealth Management 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/A 1,102 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $217,281.

    13F-HR/A 0002009886-24-000006 filed by Gilliland Jeter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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