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Disclosery

Smith Salley Wealth Management: CB position timeline

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

Smith Salley Wealth Management held 12,176 CB 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 12,176 shares
    Change vs previous 13F +2,222 shares

    0.18% of the 13F portfolio, value $4,148,730.

    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 9,954 shares
    Change vs previous 13F +415 shares

    0.16% of the 13F portfolio, value $3,244,454.

    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 9,539 shares
    Change vs previous 13F +207 shares

    0.15% of the 13F portfolio, value $2,977,390.

    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 9,332 shares
    Change vs previous 13F -120 shares

    0.14% of the 13F portfolio, value $2,633,964.

    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 9,452 shares
    Change vs previous 13F +272 shares

    0.16% of the 13F portfolio, value $2,738,375.

    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 9,180 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $2,772,145.

    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 9,192 shares
    Change vs previous 13F +35 shares

    0.16% of the 13F portfolio, value $2,539,747.

    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 9,157 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,640,726.

    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).