Gilliland Jeter Wealth Management LLC CHY CALAMOS CONV & HIGH INCOME FD COM SHS

Ownership history in Gilliland Jeter Wealth Management LLC  ·  4 quarters on record

AI Ownership Summary

Gilliland Jeter Wealth Management LLC reported CALAMOS CONV & HIGH INCOME FD COM SHS (CHY) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows CHY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gilliland Jeter Wealth Management LLC's position in CALAMOS CONV & HIGH INCOME FD COM SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CHY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gilliland Jeter Wealth Management LLC held CHY — position size vs. price
% of Fund (quarterly)    CHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,505 +1,200 +12.9% 0.04% $118K 2025-10-28 $11.00
2024 Q3 UNCHANGED 9,305 0% 0.04% $110K 2024-10-17 $10.24
2024 Q2 UNCHANGED 9,305 0% 0.03% $104K 2024-07-24 $9.32
2024 Q1 INITIATED 9,305 0.04% $110K 2024-05-02 $8.94

FAQ About Gilliland Jeter Wealth Management LLC and CHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gilliland Jeter Wealth Management LLC reported owning CHY?

Gilliland Jeter Wealth Management LLC reported CHY across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported CHY position in Gilliland Jeter Wealth Management LLC's portfolio?

The largest reported portfolio weight for CHY was 0.04% in 2024 Q1.

What is the latest reported CHY position on this page?

The most recent filing on this page is 2025 Q3, when Gilliland Jeter Wealth Management LLC reported 10,505 shares, equal to 0.04% of portfolio, with an estimated market value of $118K.

What does the chart on this CHY ownership page compare?

The chart compares Gilliland Jeter Wealth Management LLC's quarterly CHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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