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SHEETS SMITH WEALTH MANAGEMENT: PHEQ position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 54,623 PHEQ 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 54,623 shares
    Change vs previous 13F -240 shares

    0.19% of the 13F portfolio, value $1,888,383.

    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 54,863 shares
    Change vs previous 13F -871 shares

    0.2% of the 13F portfolio, value $1,753,262.

    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 55,734 shares
    Change vs previous 13F +516 shares

    0.2% of the 13F portfolio, value $1,815,256.

    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 55,218 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,767,804.

    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).