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Disclosery

Smith Salley Wealth Management: CL position timeline

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

Smith Salley Wealth Management held 128,961 CL 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 128,961 shares
    Change vs previous 13F +3,536 shares

    0.51% of the 13F portfolio, value $11,823,149.

    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 125,425 shares
    Change vs previous 13F +8,959 shares

    0.54% of the 13F portfolio, value $10,690,004.

    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 116,466 shares
    Change vs previous 13F -9,321 shares

    0.46% of the 13F portfolio, value $9,203,147.

    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 125,787 shares
    Change vs previous 13F +110,034 shares

    0.52% of the 13F portfolio, value $10,055,452.

    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 15,753 shares
    Change vs previous 13F +654 shares

    0.08% of the 13F portfolio, value $1,431,929.

    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 15,099 shares
    Change vs previous 13F +597 shares

    0.09% of the 13F portfolio, value $1,414,792.

    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 14,502 shares
    Change vs previous 13F -290 shares

    0.08% of the 13F portfolio, value $1,318,338.

    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 14,792 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,535,558.

    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).