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Disclosery

SHEETS SMITH WEALTH MANAGEMENT: OZ position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 21,783 OZ 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 21,783 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $986,552.

    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 21,783 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,158,856.

    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).