SHEETS SMITH WEALTH MANAGEMENT: D position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on D, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 6,149 D shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 6,149 sharesChange vs previous 13F -1 shares
0.04% of the 13F portfolio, value $419,890.
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 6,150 sharesChange vs previous 13F +606 shares
0.04% of the 13F portfolio, value $380,170.
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 5,544 sharesChange vs previous 13F +591 shares
0.04% of the 13F portfolio, value $324,802.
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 4,953 sharesChange vs previous 13F -123 shares
0.03% of the 13F portfolio, value $302,953.
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 5,076 sharesChange vs previous 13F -708 shares
0.03% of the 13F portfolio, value $286,898.
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).
- period ended2025-03-3113F 5,784 sharesChange vs previous 13F -170 shares
0.04% of the 13F portfolio, value $324,300.
13F-HR 0001398344-25-007527 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 ended2024-12-3113F 5,954 sharesChange vs previous 13F -260 shares
0.04% of the 13F portfolio, value $320,675.
13F-HR 0001398344-25-000761 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 ended2024-09-3013F 6,214 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $359,108.
13F-HR 0001398344-24-019807 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).