Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 34 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in ISHARES S&P PREF STOCK INDEX (PFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 87,719 | +2,609 | +3.1% | 1.07% | $2.8M | $30.83 |
| 2025 Q2 | ADDED | 85,110 | +26 | +0.0% | 1.13% | $2.6M | $29.44 |
| 2025 Q1 | REDUCED | 85,084 | -653 | -0.8% | 1.20% | $2.6M | $28.98 |
| 2024 Q4 | ADDED | 85,737 | +3,075 | +3.7% | 1.19% | $2.7M | $29.33 |
| 2024 Q3 | ADDED | 82,662 | +118 | +0.1% | 1.24% | $2.7M | $30.37 |
| 2024 Q2 | ADDED | 82,544 | +2,021 | +2.5% | 1.26% | $2.6M | $28.39 |
| 2024 Q1 | ADDED | 80,523 | +315 | +0.4% | 1.38% | $2.6M | $28.57 |
| 2023 Q4 | REDUCED | 80,208 | -1,409 | -1.7% | 1.43% | $2.5M | $27.35 |
| 2023 Q3 | REDUCED | 81,617 | -489 | -0.6% | 1.51% | $2.5M | $25.83 |
| 2023 Q2 | REDUCED | 82,106 | -3,473 | -4.1% | 1.43% | $2.5M | $26.09 |
As of 2025 Q4 — sorted by position size