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Disclosery

Smith Salley Wealth Management: AME position timeline

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

Smith Salley Wealth Management held 110,491 AME 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 110,491 shares
    Change vs previous 13F +1,515 shares

    1.16% of the 13F portfolio, value $26,732,137.

    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 108,976 shares
    Change vs previous 13F +1,033 shares

    1.17% of the 13F portfolio, value $23,360,081.

    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 107,943 shares
    Change vs previous 13F -23,314 shares

    1.1% of the 13F portfolio, value $22,161,836.

    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 131,257 shares
    Change vs previous 13F -1,324 shares

    1.27% of the 13F portfolio, value $24,676,332.

    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 132,581 shares
    Change vs previous 13F +2,849 shares

    1.39% of the 13F portfolio, value $23,991,855.

    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 129,732 shares
    Change vs previous 13F +1,004 shares

    1.46% of the 13F portfolio, value $22,332,134.

    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 128,728 shares
    Change vs previous 13F +1,899 shares

    1.49% of the 13F portfolio, value $23,204,419.

    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 126,829 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $21,777,780.

    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).