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SHEETS SMITH WEALTH MANAGEMENT: ITOT position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 41,139 ITOT 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 41,139 shares
    Change vs previous 13F -218 shares

    0.68% of the 13F portfolio, value $6,757,904.

    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 41,357 shares
    Change vs previous 13F -998 shares

    0.66% of the 13F portfolio, value $5,890,452.

    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 42,355 shares
    Change vs previous 13F -186 shares

    0.69% of the 13F portfolio, value $6,297,829.

    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 42,541 shares
    Change vs previous 13F +8 shares

    0.7% of the 13F portfolio, value $6,196,141.

    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 42,533 shares
    Change vs previous 13F -167 shares

    0.67% of the 13F portfolio, value $5,743,710.

    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 42,700 shares
    Change vs previous 13F -507 shares

    0.65% of the 13F portfolio, value $5,209,853.

    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 43,207 shares
    Change vs previous 13F -230 shares

    0.68% of the 13F portfolio, value $5,557,312.

    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 43,437 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $5,456,603.

    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).