SHEETS SMITH WEALTH MANAGEMENT: EXLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on EXLS, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 15,264 EXLS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 15,264 sharesChange vs previous 13F -380 shares
0.04% of the 13F portfolio, value $394,727.
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 15,644 sharesChange vs previous 13F +53 shares
0.05% of the 13F portfolio, value $476,360.
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 15,591 sharesChange vs previous 13F +100 shares
0.07% of the 13F portfolio, value $661,682.
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 15,491 sharesChange vs previous 13F +220 shares
0.08% of the 13F portfolio, value $682,069.
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 15,271 sharesChange vs previous 13F -14,885 shares
0.08% of the 13F portfolio, value $668,717.
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 30,156 sharesChange vs previous 13F +540 shares
0.18% of the 13F portfolio, value $1,423,665.
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 29,616 sharesChange vs previous 13F +4,744 shares
0.16% of the 13F portfolio, value $1,314,358.
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 24,872 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $948,867.
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).