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Gilliland Jeter Wealth Management LLC: IVW position timeline

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

Gilliland Jeter Wealth Management LLC held 14,231 IVW 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 14,231 shares
    Change vs previous 13F +1,878 shares

    0.51% of the 13F portfolio, value $1,957,252.

    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 12,353 shares
    Change vs previous 13F +2,917 shares

    0.41% of the 13F portfolio, value $1,397,275.

    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 9,436 shares
    Change vs previous 13F +1,802 shares

    0.35% of the 13F portfolio, value $1,163,086.

    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 7,634 shares
    Change vs previous 13F +1,189 shares

    0.28% of the 13F portfolio, value $921,551.

    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 6,445 shares
    Change vs previous 13F +192 shares

    0.23% of the 13F portfolio, value $709,542.

    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 6,253 shares
    Change vs previous 13F +611 shares

    0.21% of the 13F portfolio, value $580,494.

    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 5,642 shares
    Change vs previous 13F +1,253 shares

    0.19% of the 13F portfolio, value $572,832.

    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 4,389 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $420,247.

    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).