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Disclosery

Smith Salley Wealth Management: ALL position timeline

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

Smith Salley Wealth Management held 1,454 ALL 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 1,454 shares
    Change vs previous 13F -285 shares

    0.02% of the 13F portfolio, value $345,965.

    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 1,739 shares
    Change vs previous 13F -118 shares

    0.02% of the 13F portfolio, value $360,564.

    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 1,857 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $386,534.

    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 1,894 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $406,547.

    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 1,894 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $381,281.

    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 1,923 shares
    Change vs previous 13F -422 shares

    0.03% of the 13F portfolio, value $398,196.

    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 2,345 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $452,093.

    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 2,375 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $450,419.

    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).