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SHEETS SMITH WEALTH MANAGEMENT: SPDW position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 146,558 SPDW 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 146,558 shares
    Change vs previous 13F +769 shares

    0.74% of the 13F portfolio, value $7,385,079.

    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 145,789 shares
    Change vs previous 13F +2,560 shares

    0.75% of the 13F portfolio, value $6,655,263.

    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 143,229 shares
    Change vs previous 13F +1,116 shares

    0.7% of the 13F portfolio, value $6,360,795.

    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 142,113 shares
    Change vs previous 13F -10,233 shares

    0.69% of the 13F portfolio, value $6,080,998.

    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 152,346 shares
    Change vs previous 13F +12,794 shares

    0.72% of the 13F portfolio, value $6,168,474.

    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 139,552 shares
    Change vs previous 13F +9,664 shares

    0.63% of the 13F portfolio, value $5,081,103.

    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 129,888 shares
    Change vs previous 13F -2,130 shares

    0.54% of the 13F portfolio, value $4,433,091.

    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 132,018 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,958,579.

    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).