Skip to content
Disclosery

SHEETS SMITH WEALTH MANAGEMENT: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on FDVV, newest first. How the timeline and the estimate are built.

SHEETS SMITH WEALTH MANAGEMENT held 38,729 FDVV 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 38,729 shares
    Change vs previous 13F -10,917 shares

    0.23% of the 13F portfolio, value $2,334,971.

    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 49,646 shares
    Change vs previous 13F -1,187 shares

    0.31% of the 13F portfolio, value $2,742,445.

    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 50,833 shares
    Change vs previous 13F +2,749 shares

    0.32% of the 13F portfolio, value $2,881,723.

    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 48,084 shares
    Change vs previous 13F +2,014 shares

    0.3% of the 13F portfolio, value $2,678,760.

    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 46,070 shares
    Change vs previous 13F +900 shares

    0.28% of the 13F portfolio, value $2,396,561.

    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).

  6. period ended2025-03-31
    13F 45,170 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,240,432.

    13F-HR 0001398344-25-007527 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).