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Gilliland Jeter Wealth Management LLC: IWD position timeline

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

Gilliland Jeter Wealth Management LLC held 15,195 IWD 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 15,195 shares
    Change vs previous 13F +745 shares

    0.97% of the 13F portfolio, value $3,683,806.

    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 14,450 shares
    Change vs previous 13F +468 shares

    0.91% of the 13F portfolio, value $3,087,490.

    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 13,982 shares
    Change vs previous 13F +136 shares

    0.89% of the 13F portfolio, value $2,941,028.

    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 13,846 shares
    Change vs previous 13F +414 shares

    0.87% of the 13F portfolio, value $2,818,888.

    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 13,432 shares
    Change vs previous 13F +174 shares

    0.85% of the 13F portfolio, value $2,608,968.

    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 13,258 shares
    Change vs previous 13F +387 shares

    0.88% of the 13F portfolio, value $2,494,683.

    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 12,871 shares
    Change vs previous 13F -81 shares

    0.8% of the 13F portfolio, value $2,382,754.

    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 12,952 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,458,198.

    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).