Gilliland Jeter Wealth Management’s i3 Verticals IIIV Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio IIIV Stock Details IIIV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$212K	Hold
2025 Q3	$273K	Hold
2025 Q2	$231K	Hold
2025 Q1	$207K	Buy
2024 Q4	–	Sell
2024 Q3	$179K	Hold
2024 Q2	$185K	Hold
2024 Q1	$192K	Buy