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SHEETS SMITH WEALTH MANAGEMENT: JEPQ position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 144,284 JEPQ 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 144,284 shares
    Change vs previous 13F +353 shares

    0.89% of the 13F portfolio, value $8,867,695.

    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 143,931 shares
    Change vs previous 13F +7,085 shares

    0.9% of the 13F portfolio, value $7,991,049.

    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 136,846 shares
    Change vs previous 13F +17,828 shares

    0.87% of the 13F portfolio, value $7,953,490.

    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 119,018 shares
    Change vs previous 13F +51,871 shares

    0.77% of the 13F portfolio, value $6,845,915.

    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 67,147 shares
    Change vs previous 13F +35,746 shares

    0.43% of the 13F portfolio, value $3,652,797.

    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 31,401 shares
    Change vs previous 13F +11,521 shares

    0.2% of the 13F portfolio, value $1,625,944.

    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 19,880 shares
    Change vs previous 13F +3,613 shares

    0.14% of the 13F portfolio, value $1,120,834.

    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 16,267 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $893,546.

    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).