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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

  1. period ended2026-06-30
    13F 8,180 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 8,019 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 5,267 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 3,520 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 3,490 shares
    Change 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), ingested

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