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Gilliland Jeter Wealth Management LLC: PREF position timeline

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

Gilliland Jeter Wealth Management LLC held 81,138 PREF 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 81,138 shares
    Change vs previous 13F +266 shares

    0.41% of the 13F portfolio, value $1,546,494.

    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 80,872 shares
    Change vs previous 13F +2,670 shares

    0.45% of the 13F portfolio, value $1,522,012.

    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 78,202 shares
    Change vs previous 13F -646 shares

    0.45% of the 13F portfolio, value $1,491,318.

    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 78,848 shares
    Change vs previous 13F +233 shares

    0.47% of the 13F portfolio, value $1,509,160.

    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 78,615 shares
    Change vs previous 13F -78 shares

    0.49% of the 13F portfolio, value $1,491,331.

    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 78,693 shares
    Change vs previous 13F -439 shares

    0.52% of the 13F portfolio, value $1,471,566.

    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 79,132 shares
    Change vs previous 13F -1,960 shares

    0.5% of the 13F portfolio, value $1,472,646.

    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 81,092 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,525,348.

    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).