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Manager record

Smith Shellnut Wilson Llc /Adv

CIK 944317 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$262.36MReported 13F valueQ3 2026 · as filed
155Holdings listed
-65.4%vs prior quartervalue change includes market moves
4Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $230.6M$230.6MQ2 2025138 holdingsQ3 2025: $260.3M$260.3MQ3 2025143 holdingsQ2 2026: $757.7M$757.7MQ2 2026448 holdingsQ3 2026: $262.4M$262.4MQ3 2026155 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$262.36M · 155 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$260.76M · 142 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$229.09M · 145 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$267.88M · 161 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$260.31M · 143 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$230.59M · 138 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology