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Disclosery

Smith Salley Wealth Management: CASY position timeline

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

Smith Salley Wealth Management held 26,726 CASY 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 26,726 shares
    Change vs previous 13F -3,931 shares

    0.92% of the 13F portfolio, value $21,241,906.

    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 30,657 shares
    Change vs previous 13F +287 shares

    1.12% of the 13F portfolio, value $22,313,707.

    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 30,370 shares
    Change vs previous 13F -282 shares

    0.83% of the 13F portfolio, value $16,786,032.

    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 30,652 shares
    Change vs previous 13F -4 shares

    0.89% of the 13F portfolio, value $17,328,299.

    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 30,656 shares
    Change vs previous 13F +621 shares

    0.9% of the 13F portfolio, value $15,642,668.

    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 30,035 shares
    Change vs previous 13F +252 shares

    0.85% of the 13F portfolio, value $13,036,360.

    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 29,783 shares
    Change vs previous 13F +548 shares

    0.76% of the 13F portfolio, value $11,800,861.

    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 29,235 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,983,723.

    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).