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SMITH SHELLNUT WILSON LLC /ADV: FIDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH SHELLNUT WILSON LLC /ADV on FIDU, newest first. How the timeline and the estimate are built.

SMITH SHELLNUT WILSON LLC /ADV held 15,744 FIDU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,744 shares
    Change vs previous 13F +724 shares

    0.59% of the 13F portfolio, value $1,568,260.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 15,020 shares
    Change vs previous 13F -14 shares

    0.57% of the 13F portfolio, value $1,299,530.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 15,034 shares
    Change vs previous 13F +1,637 shares

    0.48% of the 13F portfolio, value $1,240,004.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 13,397 shares
    Change vs previous 13F -1,280 shares

    0.42% of the 13F portfolio, value $1,097,750.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 14,677 shares
    Change vs previous 13F -163 shares

    0.49% of the 13F portfolio, value $1,137,908.

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 14,840 shares
    Change vs previous 13F -3,133 shares

    0.47% of the 13F portfolio, value $1,016,095.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 17,973 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,263,682.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).