SHEETS SMITH WEALTH MANAGEMENT: OEF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on OEF, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 15,578 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 15,578 sharesChange vs previous 13F +2,175 shares
0.57% of the 13F portfolio, value $5,699,545.
13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,403 sharesChange vs previous 13F +3,150 shares
0.48% of the 13F portfolio, value $4,263,112.
13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,253 sharesChange vs previous 13F -50 shares
0.39% of the 13F portfolio, value $3,516,493.
13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,303 sharesChange vs previous 13F +2,013 shares
0.39% of the 13F portfolio, value $3,429,271.
13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,290 sharesChange vs previous 13F +4,960 shares
0.3% of the 13F portfolio, value $2,523,080.
13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,330 sharesChange vs previous 13F -67 shares
0.11% of the 13F portfolio, value $901,881.
13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,397 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $981,226.
13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,397 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $940,033.
13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).