Entity Type
Company
- Info
- Portfolio
Filer Snapshot
Review latest filings on this page
Browse SEC filer directory
SHEETS SMITH WEALTH MANAGEMENT SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001157436.
Total Filings
94
Latest Filing
20 Jan 2026
Industry
n/a
Save this filer and follow what changes next
Save this research page, return after the next filing cycle, and verify details directly from SEC source links.
Save this research and follow filing changes
Create a free account to save this filer, follow filing activity, and return when something changes.
- Business address
- 120 Club Oaks Court, Suite 200, Winston Salem, NC, 27104
- Top securities (13F)
- VOO, IVV, GOOG, KO, AMZN, SCHX, V, QQQ, LLY, NVDA, SPYM, AAPL, TSCO, TJX, ECL, ULTA, SUB, INTU, IQV, and CPRT
- State of incorporation
- NC
- Fiscal year end
- 31 December
- Former names
- SHEETS SMITH & ASSOCIATES INC (to 21 May 2010)
Quick Takeaways
- SHEETS SMITH WEALTH MANAGEMENT is an SEC filer tracked under CIK 0001157436.
- 94 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX, 13F-HR/A.
What Changed
- Latest filing: 13F-HR filed on 20 Jan 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
SHEETS SMITH WEALTH MANAGEMENT has filed 94 SEC EDGAR filings since 10 Oct 2001. Common forms include 13F-HR, N-PX, 13F-HR/A.
Latest Filings
Recent SEC filings for SHEETS SMITH WEALTH MANAGEMENT with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 20 Jan 2026 | 31 Dec 2025 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 Oct 2025 | 30 Sep 2025 | 028-06709 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 21 Aug 2025 | 30 Jun 2025 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Jul 2025 | 30 Jun 2025 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Apr 2025 | 31 Mar 2025 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Jan 2025 | 31 Dec 2024 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 01 Nov 2024 | 30 Sep 2024 | 028-06709 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 30 Aug 2024 | 30 Jun 2024 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 30 Jul 2024 | 30 Jun 2024 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 08 May 2024 | 31 Mar 2024 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 06 Feb 2024 | 31 Dec 2023 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Oct 2023 | 30 Sep 2023 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Aug 2023 | 30 Jun 2023 | 028-06709 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 26 May 2023 | 31 Mar 2023 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 12 May 2023 | 31 Mar 2023 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 08 Mar 2023 | 31 Dec 2022 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 01 Nov 2022 | 30 Sep 2022 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 27 Jul 2022 | 30 Jun 2022 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 02 May 2022 | 31 Mar 2022 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 20 Jan 2022 | 31 Dec 2021 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Oct 2021 | 30 Sep 2021 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 03 Aug 2021 | 30 Jun 2021 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Apr 2021 | 31 Mar 2021 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Jan 2021 | 31 Dec 2020 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 26 Oct 2020 | 30 Sep 2020 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Jul 2020 | 30 Jun 2020 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 28 Apr 2020 | 31 Mar 2020 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 24 Jan 2020 | 31 Dec 2019 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 28 Oct 2019 | 30 Sep 2019 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 12 Jul 2019 | 30 Jun 2019 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 May 2019 | 31 Mar 2019 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 11 Jan 2019 | 31 Dec 2018 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Oct 2018 | 30 Sep 2018 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 26 Jul 2018 | 30 Jun 2018 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Apr 2018 | 31 Mar 2018 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 12 Jan 2018 | 31 Dec 2017 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 12 Oct 2017 | 30 Sep 2017 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 19 Jul 2017 | 30 Jun 2017 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 10 Apr 2017 | 31 Mar 2017 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 03 Feb 2017 | 31 Dec 2016 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Nov 2016 | 30 Sep 2016 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Aug 2016 | 30 Jun 2016 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 May 2016 | 31 Mar 2016 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 01 Feb 2016 | 31 Dec 2015 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Nov 2015 | 30 Sep 2015 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 31 Aug 2015 | 30 Jun 2015 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 05 May 2015 | 31 Mar 2015 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 20 Feb 2015 | 31 Dec 2014 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Nov 2014 | 30 Sep 2014 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Sep 2014 | 30 Jun 2014 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 02 Jun 2014 | 31 Mar 2014 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Feb 2014 | 31 Dec 2013 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 26 Nov 2013 | 30 Sep 2013 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 19 Nov 2013 | 30 Jun 2013 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 May 2013 | 31 Mar 2013 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Feb 2013 | 31 Dec 2012 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 27 Nov 2012 | 30 Sep 2012 | 028-06709 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 31 Aug 2012 | 30 Jun 2012 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 28 Aug 2012 | 30 Jun 2012 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 May 2012 | 31 Mar 2012 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Feb 2012 | 31 Dec 2011 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Nov 2011 | 30 Sep 2011 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Aug 2011 | 30 Jun 2011 | 028-06709 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | SHEETS SMITH WEALTH MANAGEMENT - 13F-HR | 16 May 2011 | 31 Mar 2011 | 028-06709 |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | SHEETS SMITH WEALTH MANAGEMENT | 04 Feb 2011 | 31 Dec 2010 | 028-06709 |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | SHEETS SMITH WEALTH MANAGEMENT | 04 Feb 2011 | 31 Dec 2010 | 028-06709 |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | SHEETS SMITH WEALTH MANAGEMENT - 13F-HR | 12 Nov 2010 | 30 Sep 2010 | 028-06709 |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | SHEETS SMITH WEALTH MANAGEMENT - 13F-HR | 23 Aug 2010 | 30 Jun 2010 | 028-06709 |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13F FILING 1ST QUARTER 2010 | 21 May 2010 | 31 Mar 2010 | 028-06709 |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | SHEETS SMITH WEALTH MANAGEMENT - FORM 13F-HR | 24 Feb 2010 | 31 Dec 2009 | 028-06709 |
About this filer
SHEETS SMITH WEALTH MANAGEMENT files with the SEC under CIK 0001157436. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.