Gilliland Jeter Wealth Management LLC: XGDVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gilliland Jeter Wealth Management LLC on XGDVX, newest first. How the timeline and the estimate are built.
Gilliland Jeter Wealth Management LLC held 26,552 XGDVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 26,552 sharesChange vs previous 13F +294 shares
0.2% of the 13F portfolio, value $780,642.
13F-HR 0002009886-26-000003 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,258 sharesChange vs previous 13F +301 shares
0.21% of the 13F portfolio, value $707,118.
13F-HR 0002009886-26-000002 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,957 sharesChange vs previous 13F +288 shares
0.22% of the 13F portfolio, value $720,830.
13F-HR 0002009886-26-000001 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,669 sharesChange vs previous 13F +286 shares
0.21% of the 13F portfolio, value $696,391.
13F-HR 0002009886-25-000007 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,383 sharesChange vs previous 13F +301 shares
0.21% of the 13F portfolio, value $660,219.
13F-HR 0002009886-25-000005 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,082 sharesChange vs previous 13F +299 shares
0.21% of the 13F portfolio, value $605,222.
13F-HR 0002009886-25-000004 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,783 sharesChange vs previous 13F +235 shares
0.2% of the 13F portfolio, value $598,519.
13F-HR 0002009886-25-000001 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 24,548 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $600,192.
13F-HR/A 0002009886-24-000006 filed by Gilliland Jeter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).