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SHEETS SMITH WEALTH MANAGEMENT: USFR position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 20,696 USFR 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 20,696 shares
    Change vs previous 13F +4,081 shares

    0.1% of the 13F portfolio, value $1,042,040.

    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 16,615 shares
    Change vs previous 13F +147 shares

    0.09% of the 13F portfolio, value $836,403.

    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 16,468 shares
    Change vs previous 13F +159 shares

    0.09% of the 13F portfolio, value $828,668.

    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 16,309 shares
    Change vs previous 13F +172 shares

    0.09% of the 13F portfolio, value $819,833.

    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 16,137 shares
    Change vs previous 13F +5,440 shares

    0.09% of the 13F portfolio, value $811,840.

    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 10,697 shares
    Change vs previous 13F +110 shares

    0.07% of the 13F portfolio, value $538,371.

    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 10,587 shares
    Change vs previous 13F -568 shares

    0.07% of the 13F portfolio, value $532,749.

    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 11,155 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $560,211.

    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).