Skip to content
Disclosery

Smith Salley Wealth Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Salley Wealth Management on AAPL, newest first. How the timeline and the estimate are built.

Smith Salley Wealth Management held 412,027 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 412,027 shares
    Change vs previous 13F -4,424 shares

    5.18% of the 13F portfolio, value $119,224,111.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 416,451 shares
    Change vs previous 13F +2,469 shares

    5.31% of the 13F portfolio, value $105,691,158.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 413,982 shares
    Change vs previous 13F +3,771 shares

    5.57% of the 13F portfolio, value $112,545,163.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 410,211 shares
    Change vs previous 13F +3,395 shares

    5.38% of the 13F portfolio, value $104,452,006.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 406,816 shares
    Change vs previous 13F +8,355 shares

    4.83% of the 13F portfolio, value $83,466,464.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 398,461 shares
    Change vs previous 13F +4,509 shares

    5.8% of the 13F portfolio, value $88,510,200.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 393,952 shares
    Change vs previous 13F +3,156 shares

    6.34% of the 13F portfolio, value $98,653,380.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 390,796 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $91,055,576.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).