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Disclosery

Smith Salley Wealth Management: AEP position timeline

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

Smith Salley Wealth Management held 31,251 AEP 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 31,251 shares
    Change vs previous 13F +778 shares

    0.19% of the 13F portfolio, value $4,275,437.

    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 30,473 shares
    Change vs previous 13F +969 shares

    0.2% of the 13F portfolio, value $3,994,424.

    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 29,504 shares
    Change vs previous 13F +373 shares

    0.17% of the 13F portfolio, value $3,402,138.

    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 29,131 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $3,277,204.

    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 29,148 shares
    Change vs previous 13F +888 shares

    0.17% of the 13F portfolio, value $3,024,402.

    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 28,260 shares
    Change vs previous 13F +1,455 shares

    0.2% of the 13F portfolio, value $3,088,011.

    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 26,805 shares
    Change vs previous 13F +43 shares

    0.16% of the 13F portfolio, value $2,472,202.

    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 26,762 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,745,820.

    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).