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SHEETS SMITH WEALTH MANAGEMENT → PIM
SHEETS SMITH WEALTH MANAGEMENT PIM Position History
PIM
Quarters held
4
Latest value
$677K
Q3 2026
Peak value
$806K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $806K |
| Q1 2026 | $779K |
| Q2 2026 | $724K |
| Q3 2026 | $677K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $677K | 224.0K | — | — |
| Q2 2026 | $724K | 224.0K | — | — |
| Q1 2026 | $779K | 238.1K | — | — |
| Q4 2025 | $806K | 241.2K | — | — |