SHEETS SMITH WEALTH MANAGEMENT

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Winston Salem, NC
CIK
0001157436
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 328 684,096 13F-HR 8/9/2023 000139834423014353 SHEETS SMITH WEALTH MANAGEMENT
Q1 2023 318 654,529 RESTATEMENT 5/26/2023 000139834423010491 SHEETS SMITH WEALTH MANAGEMENT
Q1 2023 302 653,176 13F-HR 5/12/2023 000139834423009626 SHEETS SMITH WEALTH MANAGEMENT
Q4 2022 309 638,971 13F-HR 3/8/2023 000139834423005772 SHEETS SMITH WEALTH MANAGEMENT
Q3 2022 300 598,912 13F-HR 11/1/2022 000139834422021159 SHEETS SMITH WEALTH MANAGEMENT
Q2 2022 303 607,553 13F-HR 7/27/2022 000139834422014134 SHEETS SMITH WEALTH MANAGEMENT
Q1 2022 352 725,418 13F-HR 5/2/2022 000139834422008575 SHEETS SMITH WEALTH MANAGEMENT
Q4 2021 373 805,771 13F-HR 1/20/2022 000139834422000810 SHEETS SMITH WEALTH MANAGEMENT
Q3 2021 365 737,025 13F-HR 10/15/2021 000139834421020008 SHEETS SMITH WEALTH MANAGEMENT
Q2 2021 359 742,091 13F-HR 8/3/2021 000139834421015381 SHEETS SMITH WEALTH MANAGEMENT
Q1 2021 330 679,735 13F-HR 4/23/2021 000139834421008475 SHEETS SMITH WEALTH MANAGEMENT
Q4 2020 332 661,456 13F-HR 1/13/2021 000139834421000752 SHEETS SMITH WEALTH MANAGEMENT
Q3 2020 295 574,915 13F-HR 10/26/2020 000139834420020686 SHEETS SMITH WEALTH MANAGEMENT
Q2 2020 258 499,785 13F-HR 7/17/2020 000139834420013986 SHEETS SMITH WEALTH MANAGEMENT
Q1 2020 271 477,355 13F-HR 4/28/2020 000139834420008574 SHEETS SMITH WEALTH MANAGEMENT
Q4 2019 312 523,273 13F-HR 1/24/2020 000139834420001197 SHEETS SMITH WEALTH MANAGEMENT
Q3 2019 292 486,343 13F-HR 10/28/2019 000139834419018588 SHEETS SMITH WEALTH MANAGEMENT
Q2 2019 312 487,150 13F-HR 7/12/2019 000139834419011887 SHEETS SMITH WEALTH MANAGEMENT
Q1 2019 313 461,936 13F-HR 5/13/2019 000139834419008673 SHEETS SMITH WEALTH MANAGEMENT
Q4 2018 274 371,144 13F-HR 1/11/2019 000139834419000541 SHEETS SMITH WEALTH MANAGEMENT
Q3 2018 331 483,226 13F-HR 10/15/2018 000139834418014913 SHEETS SMITH WEALTH MANAGEMENT
Q2 2018 303 427,258 13F-HR 7/26/2018 000139834418010547 SHEETS SMITH WEALTH MANAGEMENT
Q1 2018 307 416,181 13F-HR 4/9/2018 000139834418005312 SHEETS SMITH WEALTH MANAGEMENT
Q4 2017 320 424,214 13F-HR 1/12/2018 000139834418000573 SHEETS SMITH WEALTH MANAGEMENT
Q3 2017 302 396,498 13F-HR 10/12/2017 000139834417013001 SHEETS SMITH WEALTH MANAGEMENT
Q2 2017 292 378,439 13F-HR 7/19/2017 000139834417008839 SHEETS SMITH WEALTH MANAGEMENT
Q1 2017 289 376,619 13F-HR 4/10/2017 000139834417004692 SHEETS SMITH WEALTH MANAGEMENT
Q4 2016 275 356,304 13F-HR 2/3/2017 000139834417001332 SHEETS SMITH WEALTH MANAGEMENT
Q3 2016 263 354,615 13F-HR 11/18/2016 000139834416020889 SHEETS SMITH WEALTH MANAGEMENT
Q2 2016 255 344,189 13F-HR 8/15/2016 000139834416016795 SHEETS SMITH WEALTH MANAGEMENT
Q1 2016 237 325,222 13F-HR 5/13/2016 000139834416013348 SHEETS SMITH WEALTH MANAGEMENT
Q4 2015 230 330,682 13F-HR 2/1/2016 000139834416009416 SHEETS SMITH WEALTH MANAGEMENT
Q3 2015 208 295,697 13F-HR 11/13/2015 000139834415007632 SHEETS SMITH WEALTH MANAGEMENT
Q2 2015 233 365,880 13F-HR 8/31/2015 000139834415005862 SHEETS SMITH WEALTH MANAGEMENT
Q1 2015 239 362,179 13F-HR 5/5/2015 000139834415003048 SHEETS SMITH WEALTH MANAGEMENT
Q4 2014 246 383,234 13F-HR 2/20/2015 000139834415001127 SHEETS SMITH WEALTH MANAGEMENT
Q3 2014 241 367,620 13F-HR 11/17/2014 000139834414005939 SHEETS SMITH WEALTH MANAGEMENT
Q2 2014 261 372,616 13F-HR 9/18/2014 000139834414004917 SHEETS SMITH WEALTH MANAGEMENT
Q1 2014 245 357,367 13F-HR 6/2/2014 000139834414003081 SHEETS SMITH WEALTH MANAGEMENT
Q4 2013 263 362,514 13F-HR 2/21/2014 000139834414001149 SHEETS SMITH WEALTH MANAGEMENT