Skip to main content

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

UBSI holding history

United Bankshares 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.

UBSI overviewAll 13F holders of UBSIFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of UBSI by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−8,732−100.0%Sold outHolders
Q3 20228,732$312.0K0.1%00.0%UnchangedHolders
Q2 20228,732$306.0K0.1%−3,980−31.3%ReducedHolders
Q1 202212,712$443.0K0.1%00.0%UnchangedHolders
Q4 202112,712$461.0K0.1%−1,448−10.2%ReducedHolders
Q3 202114,160$515.0K0.1%−1,558−9.9%ReducedHolders
Q2 202115,718$574.0K0.1%00.0%UnchangedHolders
Q1 202115,718$606.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.