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Disclosery

Smith Salley Wealth Management: BX position timeline

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

Smith Salley Wealth Management held 17,666 BX 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 17,666 shares
    Change vs previous 13F +173 shares

    0.09% of the 13F portfolio, value $2,078,770.

    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 17,493 shares
    Change vs previous 13F +2,931 shares

    0.1% of the 13F portfolio, value $2,011,499.

    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 14,562 shares
    Change vs previous 13F +158 shares

    0.11% of the 13F portfolio, value $2,244,651.

    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 14,404 shares
    Change vs previous 13F +2,015 shares

    0.13% of the 13F portfolio, value $2,460,890.

    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 12,389 shares
    Change vs previous 13F +3,306 shares

    0.11% of the 13F portfolio, value $1,853,158.

    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 9,083 shares
    Change vs previous 13F +425 shares

    0.08% of the 13F portfolio, value $1,269,570.

    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 8,658 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,492,823.

    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).