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Disclosery

Smith Salley Wealth Management: ADI position timeline

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

Smith Salley Wealth Management held 102,631 ADI 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 102,631 shares
    Change vs previous 13F -7,841 shares

    1.77% of the 13F portfolio, value $40,761,799.

    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 110,472 shares
    Change vs previous 13F +1,150 shares

    1.77% of the 13F portfolio, value $35,145,407.

    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 109,322 shares
    Change vs previous 13F -94 shares

    1.47% of the 13F portfolio, value $29,648,069.

    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 109,416 shares
    Change vs previous 13F +2,097 shares

    1.38% of the 13F portfolio, value $26,883,618.

    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 107,319 shares
    Change vs previous 13F +3,001 shares

    1.48% of the 13F portfolio, value $25,544,077.

    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 104,318 shares
    Change vs previous 13F +1,188 shares

    1.38% of the 13F portfolio, value $21,037,735.

    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 103,130 shares
    Change vs previous 13F +1,689 shares

    1.41% of the 13F portfolio, value $21,911,062.

    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 101,441 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $23,348,679.

    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).