Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

CASH holding history

Pathward Financial, Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASH overview All 13F holders of CASH Full Q2 2026 holdings

Shares (Q2 2026): 8,180
Value: $712.1K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of CASH by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,180	$712.1K	0.1%	+161+2.0%	Added	Holders
Q1 2026	8,019	$715.5K	0.1%	+2,752+52.2%	Added	Holders
Q4 2025	5,267	$373.9K	<0.1%	+1,747+49.6%	Added	Holders
Q3 2025	3,520	$260.5K	<0.1%	+30+0.9%	Added	Holders
Q2 2025	3,490	$276.1K	<0.1%	+3,490	New	Holders