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SHEETS SMITH WEALTH MANAGEMENT: PFXF position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 88,618 PFXF 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 88,618 shares
    Change vs previous 13F +10,473 shares

    0.16% of the 13F portfolio, value $1,580,945.

    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 78,145 shares
    Change vs previous 13F +1,665 shares

    0.15% of the 13F portfolio, value $1,370,663.

    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 76,480 shares
    Change vs previous 13F -1,348 shares

    0.15% of the 13F portfolio, value $1,350,637.

    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 77,828 shares
    Change vs previous 13F -1,350 shares

    0.16% of the 13F portfolio, value $1,383,004.

    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 79,178 shares
    Change vs previous 13F -2,451 shares

    0.16% of the 13F portfolio, value $1,355,527.

    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 81,629 shares
    Change vs previous 13F -659 shares

    0.17% of the 13F portfolio, value $1,368,102.

    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 82,288 shares
    Change vs previous 13F -233 shares

    0.17% of the 13F portfolio, value $1,419,468.

    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 82,521 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,506,833.

    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).