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Disclosery

Smith Salley Wealth Management: BAM position timeline

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

Smith Salley Wealth Management held 112,311 BAM 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 112,311 shares
    Change vs previous 13F -800 shares

    0.22% of the 13F portfolio, value $5,037,145.

    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 113,111 shares
    Change vs previous 13F +422 shares

    0.25% of the 13F portfolio, value $5,027,781.

    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 112,689 shares
    Change vs previous 13F -1,759 shares

    0.29% of the 13F portfolio, value $5,903,784.

    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 114,448 shares
    Change vs previous 13F -1,785 shares

    0.34% of the 13F portfolio, value $6,516,653.

    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 116,233 shares
    Change vs previous 13F +3,941 shares

    0.37% of the 13F portfolio, value $6,425,337.

    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 112,292 shares
    Change vs previous 13F +574 shares

    0.36% of the 13F portfolio, value $5,440,565.

    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 111,718 shares
    Change vs previous 13F +954 shares

    0.39% of the 13F portfolio, value $6,054,008.

    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 110,764 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,238,045.

    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).