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SHEETS SMITH WEALTH MANAGEMENT: BALI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on BALI, newest first. How the timeline and the estimate are built.

SHEETS SMITH WEALTH MANAGEMENT held 40,089 BALI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,089 shares
    Change vs previous 13F +242 shares

    0.14% of the 13F portfolio, value $1,356,218.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 39,847 shares
    Change vs previous 13F -1,795 shares

    0.14% of the 13F portfolio, value $1,227,700.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 41,642 shares
    Change vs previous 13F -557 shares

    0.14% of the 13F portfolio, value $1,319,229.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 42,199 shares
    Change vs previous 13F -1,362 shares

    0.15% of the 13F portfolio, value $1,339,399.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 43,561 shares
    Change vs previous 13F -600 shares

    0.15% of the 13F portfolio, value $1,311,628.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 44,161 shares
    Change vs previous 13F +26,016 shares

    0.16% of the 13F portfolio, value $1,271,388.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 18,145 shares
    Change vs previous 13F +3,892 shares

    0.07% of the 13F portfolio, value $548,883.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 14,253 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $432,883.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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