Position in SNEX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,643,713
+$544,695 QoQ
Shares Held
20,806
+1.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#196
of 471 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $3,615,466 across 4 Capital Markets names. SNEX ranks #1 (45.5% of the industry book) .
All Filings in SNEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,643,713 | 13,871 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,099,018 | 13,627 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $864,446 | 9,087 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $917,059 | 9,087 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $802,214 | 8,802 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $658,549 | 8,622 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $538,344 | 5,495 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $431,343 | 5,268 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $394,850 | 5,243 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $224,832 | 3,200 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||