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SHEETS SMITH WEALTH MANAGEMENT: ISTB position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 77,610 ISTB 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 77,610 shares
    Change vs previous 13F +7,455 shares

    0.37% of the 13F portfolio, value $3,744,683.

    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 70,155 shares
    Change vs previous 13F +29,850 shares

    0.38% of the 13F portfolio, value $3,399,711.

    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 40,305 shares
    Change vs previous 13F +12,295 shares

    0.22% of the 13F portfolio, value $1,964,869.

    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 28,010 shares
    Change vs previous 13F +1,000 shares

    0.15% of the 13F portfolio, value $1,368,008.

    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 27,010 shares
    Change vs previous 13F +2,560 shares

    0.15% of the 13F portfolio, value $1,314,037.

    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 24,450 shares
    Change vs previous 13F +3,460 shares

    0.15% of the 13F portfolio, value $1,182,158.

    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 20,990 shares
    Change vs previous 13F -140 shares

    0.12% of the 13F portfolio, value $1,002,692.

    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 21,130 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,028,608.

    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).