Smith Salley Wealth Management: ADP position timeline

Smith Salley Wealth Management held 2,227 ADP 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 2,227 shares

   Change vs previous 13F +2,227 shares

   0.02% of the 13F portfolio, value $498,744.

   13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -6,596 shares

   13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 6,596 shares

   Change vs previous 13F -3,193 shares

   0.08% of the 13F portfolio, value $1,696,584.

   13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,789 shares

   Change vs previous 13F +8,853 shares

   0.15% of the 13F portfolio, value $2,873,203.

   13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 936 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $288,602.

   13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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