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SHEETS SMITH WEALTH MANAGEMENT: VTIP position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 25,257 VTIP 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 25,257 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,268,651.

    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 25,257 shares
    Change vs previous 13F +2,003 shares

    0.14% of the 13F portfolio, value $1,261,576.

    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 23,254 shares
    Change vs previous 13F +2,750 shares

    0.13% of the 13F portfolio, value $1,150,132.

    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 20,504 shares
    Change vs previous 13F +2,092 shares

    0.12% of the 13F portfolio, value $1,038,093.

    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 18,412 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $925,546.

    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).