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Gilliland Jeter Wealth Management LLC → ACV
Gilliland Jeter Wealth Management LLC ACV Position History
Virtus Diversified Income & Convertible Fund • Financial Services
Quarters held
4
Latest value
$600K
Q3 2026
Peak value
$702K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $660K |
| Q1 2026 | $611K |
| Q2 2026 | $702K |
| Q3 2026 | $600K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $600K | 24.8K | — | — |
| Q2 2026 | $702K | 24.8K | — | — |
| Q1 2026 | $611K | 25.1K | — | — |
| Q4 2025 | $660K | 25.1K | — | — |