Gilliland Jeter Wealth Management LLC DSGX β€” DESCARTES SYSTEMS GROUP INCORPORATED (CANADA)

Ownership history in Gilliland Jeter Wealth Management LLC  Β·  1 quarter on record

AI Ownership Summary

Gilliland Jeter Wealth Management LLC reported DESCARTES SYSTEMS GROUP INCORPORATED (CANADA) (DSGX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows DSGX at 0.10% 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 DSGX 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 DESCARTES SYSTEMS GROUP INCORPORATED (CANADA), 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
2026 Q1

DSGX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 DSGX β€” position size vs. price
% of Fund (quarterly)    DSGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 4,870 β€” β€” 0.10% $348K 2026-04-24 $72.00

FAQ About Gilliland Jeter Wealth Management LLC and DSGX

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 DSGX?

Gilliland Jeter Wealth Management LLC reported DSGX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

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

The largest reported portfolio weight for DSGX was 0.10% in 2026 Q1.

What is the latest reported DSGX position on this page?

The most recent filing on this page is 2026 Q1, when Gilliland Jeter Wealth Management LLC reported 4,870 shares, equal to 0.10% of portfolio, with an estimated market value of $348K.

What does the chart on this DSGX ownership page compare?

The chart compares Gilliland Jeter Wealth Management LLC's quarterly DSGX 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.

← Back to Gilliland Jeter Wealth Management LLC Holdings