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SHEETS SMITH WEALTH MANAGEMENT: OUNZ position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 112,189 OUNZ 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 112,189 shares
    Change vs previous 13F +34,018 shares

    0.43% of the 13F portfolio, value $4,329,374.

    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 78,171 shares
    Change vs previous 13F -665 shares

    0.4% of the 13F portfolio, value $3,521,604.

    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 78,836 shares
    Change vs previous 13F -5,145 shares

    0.36% of the 13F portfolio, value $3,270,117.

    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 83,981 shares
    Change vs previous 13F -1,028 shares

    0.35% of the 13F portfolio, value $3,123,253.

    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 85,009 shares
    Change vs previous 13F +8,868 shares

    0.32% of the 13F portfolio, value $2,710,937.

    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 76,141 shares
    Change vs previous 13F +28,100 shares

    0.29% of the 13F portfolio, value $2,294,890.

    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 48,041 shares
    Change vs previous 13F +11,925 shares

    0.15% of the 13F portfolio, value $1,215,437.

    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 36,116 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $916,985.

    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).