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Disclosery

SMITH SHELLNUT WILSON LLC /ADV: OEF position timeline

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

SMITH SHELLNUT WILSON LLC /ADV held 2,887 OEF 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 2,887 shares
    Change vs previous 13F +503 shares

    0.39% of the 13F portfolio, value $1,056,303.

    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 2,384 shares
    Change vs previous 13F -797 shares

    0.33% of the 13F portfolio, value $758,297.

    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 3,181 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,090,988.

    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).