SHEETS SMITH WEALTH MANAGEMENT: SHYG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on SHYG, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 11,925 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,925 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $505,739.
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 11,925 sharesChange vs previous 13F -494 shares
0.06% of the 13F portfolio, value $504,547.
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 12,419 sharesChange vs previous 13F -724 shares
0.06% of the 13F portfolio, value $532,403.
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 13,143 sharesChange vs previous 13F -319 shares
0.06% of the 13F portfolio, value $569,098.
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 13,462 sharesChange vs previous 13F -1,240 shares
0.07% of the 13F portfolio, value $580,732.
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 14,702 sharesChange vs previous 13F -11,783 shares
0.08% of the 13F portfolio, value $625,129.
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 26,485 sharesChange vs previous 13F -864 shares
0.14% of the 13F portfolio, value $1,128,542.
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 27,349 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,187,507.
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).