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Smith Salley Wealth Management: BN position timeline

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

Smith Salley Wealth Management held 648,145 BN 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 648,145 shares
    Change vs previous 13F -9,357 shares

    1.2% of the 13F portfolio, value $27,604,478.

    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 657,502 shares
    Change vs previous 13F +6,573 shares

    1.34% of the 13F portfolio, value $26,609,122.

    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 650,929 shares
    Change vs previous 13F +211,499 shares

    1.48% of the 13F portfolio, value $29,871,129.

    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 439,430 shares
    Change vs previous 13F -2,377 shares

    1.55% of the 13F portfolio, value $30,136,100.

    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 441,807 shares
    Change vs previous 13F +9,345 shares

    1.58% of the 13F portfolio, value $27,325,765.

    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 432,462 shares
    Change vs previous 13F +2,764 shares

    1.49% of the 13F portfolio, value $22,665,343.

    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 429,698 shares
    Change vs previous 13F +4,328 shares

    1.59% of the 13F portfolio, value $24,686,150.

    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 425,370 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $22,608,436.

    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).