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SHEETS SMITH WEALTH MANAGEMENT: SPIB position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 292,770 SPIB 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 292,770 shares
    Change vs previous 13F +7,814 shares

    0.98% of the 13F portfolio, value $9,796,071.

    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 284,956 shares
    Change vs previous 13F -1,460 shares

    1.08% of the 13F portfolio, value $9,557,409.

    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 286,416 shares
    Change vs previous 13F +5,693 shares

    1.06% of the 13F portfolio, value $9,683,728.

    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 280,723 shares
    Change vs previous 13F +34,539 shares

    1.08% of the 13F portfolio, value $9,513,694.

    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 246,184 shares
    Change vs previous 13F +4,559 shares

    0.97% of the 13F portfolio, value $8,266,860.

    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 241,625 shares
    Change vs previous 13F +17,048 shares

    1% of the 13F portfolio, value $8,031,605.

    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 224,577 shares
    Change vs previous 13F -24,508 shares

    0.9% of the 13F portfolio, value $7,357,157.

    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 249,085 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,396,652.

    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).