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Disclosery

Smith Salley Wealth Management: AMGN position timeline

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

Smith Salley Wealth Management held 11,307 AMGN 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 11,307 shares
    Change vs previous 13F +205 shares

    0.18% of the 13F portfolio, value $4,094,564.

    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 11,102 shares
    Change vs previous 13F +316 shares

    0.2% of the 13F portfolio, value $3,906,383.

    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 10,786 shares
    Change vs previous 13F +30 shares

    0.17% of the 13F portfolio, value $3,530,301.

    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 10,756 shares
    Change vs previous 13F +53 shares

    0.16% of the 13F portfolio, value $3,035,212.

    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 10,703 shares
    Change vs previous 13F -100 shares

    0.17% of the 13F portfolio, value $2,988,451.

    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 10,803 shares
    Change vs previous 13F -4,035 shares

    0.22% of the 13F portfolio, value $3,365,660.

    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 14,838 shares
    Change vs previous 13F -10 shares

    0.25% of the 13F portfolio, value $3,867,465.

    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 14,848 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,784,074.

    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).