SMITH SHELLNUT WILSON LLC /ADV quarter change: USA Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SMITH SHELLNUT WILSON LLC /ADV opened 1 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was GARP (+$1,336,402); the largest decrease was GARP (-$892,318).
- GARP: Country of operation —; Class MSCI US GARP ETF; Principal 2026-03-31 $0; Principal 2026-06-30 $16,189.
Two Form 13F-HR filings compared (SEC CIK 944317): 2026-03-31 (filed 2026-08-03) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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