SHEETS SMITH WEALTH MANAGEMENT: CEFS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on CEFS, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 45,688 CEFS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 45,688 sharesChange vs previous 13F -346 shares
0.12% of the 13F portfolio, value $1,171,440.
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 46,034 sharesChange vs previous 13F -2,476 shares
0.12% of the 13F portfolio, value $1,038,067.
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 48,510 sharesChange vs previous 13F +3,120 shares
0.12% of the 13F portfolio, value $1,117,670.
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 45,390 sharesChange vs previous 13F +5,960 shares
0.12% of the 13F portfolio, value $1,033,530.
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 39,430 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $876,923.
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).