SHEETS SMITH WEALTH MANAGEMENT: CASH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on CASH, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 8,180 CASH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 8,180 sharesChange vs previous 13F +161 shares
0.07% of the 13F portfolio, value $712,125.
13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,019 sharesChange vs previous 13F +2,752 shares
0.08% of the 13F portfolio, value $715,540.
13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,267 sharesChange vs previous 13F +1,747 shares
0.04% of the 13F portfolio, value $373,935.
13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,520 sharesChange vs previous 13F +30 shares
0.03% of the 13F portfolio, value $260,545.
13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,490 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $276,129.
13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).