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Sheets Smith Wealth ManagementCoreConcentrated long-term

CIK: 0001157436 | WINSTON-SALEM, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR386$957.7M2026-10-16SEC ↗
Q2 2026
13F-HR408$1.0B2026-07-13SEC ↗
Q1 2026
13F-HR393$888.5M2026-04-16SEC ↗
Q4 2025
13F-HR393$911.3M2026-01-20SEC ↗
Q3 2025
13F-HR397$883.5M2025-10-16SEC ↗
Q2 2025
13F-HR397$854.7M2025-07-15SEC ↗
Q1 2025
13F-HR356$804.8M2025-04-23SEC ↗
Q4 2024
13F-HR375$819.3M2025-01-17SEC ↗
Q3 2024
13F-HR374$817.6M2024-11-01SEC ↗
Q2 2024
13F-HR377$836.3M2024-07-30SEC ↗
Q1 2024
13F-HR379$893.1M2024-05-08SEC ↗
Q4 2023
13F-HR353$702.9M2024-02-06SEC ↗
Q3 2023
13F-HR485$656.6M2023-10-23SEC ↗
Q2 2023
13F-HR328$684.1M2023-08-09SEC ↗
Q1 2023Amended
13F-HR/A302$653.2M2023-05-12SEC ↗
Q4 2022
13F-HR309$639.0M2023-03-08SEC ↗
Q3 2022
13F-HR300$48.0M2022-11-01SEC ↗
Q2 2022
13F-HR303$35.2M2022-07-27SEC ↗
Q1 2022
13F-HR352$27.8M2022-05-02SEC ↗
Q4 2021
13F-HR373$29.2M2022-01-20SEC ↗
Q3 2021
13F-HR365$29.2M2021-10-15SEC ↗
Q2 2021
13F-HR359$29.3M2021-08-03SEC ↗
Q1 2021
13F-HR330$25.4M2021-04-23SEC ↗
Q4 2020
13F-HR332$22.8M2021-01-13SEC ↗
Q3 2020
13F-HR295$20.6M2020-10-26SEC ↗
Q2 2020
13F-HR258$11.2M2020-07-17SEC ↗
Q1 2020
13F-HR271$11.1M2020-04-28SEC ↗
Q4 2019
13F-HR312$19.1M2020-01-24SEC ↗
Q3 2019
13F-HR292$14.8M2019-10-28SEC ↗
Q2 2019
13F-HR312$18.1M2019-07-12SEC ↗
Q1 2019
13F-HR313$17.1M2019-05-13SEC ↗
Q4 2018
13F-HR274$15.4M2019-01-11SEC ↗
Q3 2018
13F-HR331$26.3M2018-10-15SEC ↗
Q2 2018
13F-HR303$23.9M2018-07-26SEC ↗
Q1 2018
13F-HR307$17.5M2018-04-09SEC ↗
Q4 2017
13F-HR320$18.2M2018-01-12SEC ↗
Q3 2017
13F-HR302$14.6M2017-10-12SEC ↗
Q2 2017
13F-HR292$12.4M2017-07-19SEC ↗
Q1 2017
13F-HR289$10.9M2017-04-10SEC ↗
Q4 2016
13F-HR275$9.9M2017-02-03SEC ↗
Q3 2016
13F-HR263$11.1M2016-11-18SEC ↗
Q2 2016
13F-HR255$11.6M2016-08-15SEC ↗
Q1 2016
13F-HR237$8.4M2016-05-13SEC ↗
Q4 2015
13F-HR230$7.3M2016-02-01SEC ↗
Q3 2015
13F-HR208$3.6M2015-11-13SEC ↗
Q2 2015
13F-HR233$10.7M2015-08-31SEC ↗
Q1 2015
13F-HR239$8.6M2015-05-05SEC ↗
Q4 2014
13F-HR246$7.8M2015-02-20SEC ↗
Q3 2014
13F-HR241$5.9M2014-11-17SEC ↗
Q2 2014
13F-HR262$6.6M2014-09-18SEC ↗
Q1 2014
13F-HR245$6.0M2014-06-02SEC ↗
Q4 2013
13F-HR263$5.8M2014-02-21SEC ↗
Q3 2013
13F-HR236$6.4M2013-11-26SEC ↗
Q2 2013
13F-HR225$4.4M2013-11-19SEC ↗