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SHEETS SMITH WEALTH MANAGEMENT: FNDX position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 68,427 FNDX 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 68,427 shares
    Change vs previous 13F +3,355 shares

    0.21% of the 13F portfolio, value $2,128,079.

    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 65,072 shares
    Change vs previous 13F +5,985 shares

    0.2% of the 13F portfolio, value $1,812,255.

    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 59,087 shares
    Change vs previous 13F +2,195 shares

    0.18% of the 13F portfolio, value $1,607,757.

    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 56,892 shares
    Change vs previous 13F -37 shares

    0.17% of the 13F portfolio, value $1,496,259.

    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 56,929 shares
    Change vs previous 13F +3,775 shares

    0.16% of the 13F portfolio, value $1,397,037.

    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 53,154 shares
    Change vs previous 13F +10,941 shares

    0.16% of the 13F portfolio, value $1,254,966.

    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).

  7. period ended2024-12-31
    13F 42,213 shares
    Change vs previous 13F +28,999 shares

    0.12% of the 13F portfolio, value $999,604.

    13F-HR 0001398344-25-000761 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).

  8. period ended2024-09-30
    13F 13,214 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $948,236.

    13F-HR 0001398344-24-019807 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).