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McElhenny Sheffield Capital Management, LLC: MSMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McElhenny Sheffield Capital Management, LLC on MSMR, newest first. How the timeline and the estimate are built.

McElhenny Sheffield Capital Management, LLC held 3,420,997 MSMR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,420,997 shares
    Change vs previous 13F +270,208 shares

    29.79% of the 13F portfolio, value $120,282,249.

    13F-HR 0001754960-26-000610 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,150,789 shares
    Change vs previous 13F +63,810 shares

    26.94% of the 13F portfolio, value $108,670,711.

    13F-HR 0001754960-26-000308 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,086,979 shares
    Change vs previous 13F +85,106 shares

    26.16% of the 13F portfolio, value $107,519,463.

    13F-HR 0001754960-26-000105 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,001,873 shares
    Change vs previous 13F -1,508 shares

    24.06% of the 13F portfolio, value $101,541,944.

    13F-HR 0001754960-25-000701 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 3,003,381 shares
    Change vs previous 13F +292,999 shares

    24.78% of the 13F portfolio, value $92,914,407.

    13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,710,382 shares
    Change vs previous 13F +647,620 shares

    30.19% of the 13F portfolio, value $80,525,449.

    13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,062,762 shares
    Change vs previous 13F +42,035 shares

    20.91% of the 13F portfolio, value $62,398,551.

    13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,020,727 shares
    Change vs previous 13F not available

    19.73% of the 13F portfolio, value $60,170,784.

    13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).