Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 28 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in INVESCO S&P 500 EQUAL WEIGHT E (RSP). 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 Q2 | REDUCED | 1,895 | -144 | -7.1% | 0.15% | $344K | $180.24 |
| 2025 Q1 | UNCHANGED | 2,039 | — | 0% | 0.16% | $353K | $171.10 |
| 2024 Q4 | REDUCED | 2,039 | -1,577 | -43.6% | 0.16% | $357K | $172.25 |
| 2024 Q3 | REDUCED | 3,616 | -177 | -4.7% | 0.29% | $648K | $175.49 |
| 2024 Q2 | REDUCED | 3,793 | -174 | -4.4% | 0.30% | $623K | $160.29 |
| 2024 Q1 | UNCHANGED | 3,967 | — | 0% | 0.36% | $672K | $164.59 |
| 2023 Q4 | REDUCED | 3,967 | -56 | -1.4% | 0.36% | $626K | $152.71 |
| 2023 Q3 | UNCHANGED | 4,023 | — | 0% | 0.35% | $570K | $136.59 |
| 2023 Q2 | UNCHANGED | 4,023 | — | 0% | 0.34% | $602K | $143.63 |
| 2023 Q1 | UNCHANGED | 4,023 | — | 0% | 0.35% | $582K | $138.21 |
As of 2025 Q4 — sorted by position size