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Disclosery

Smith Salley Wealth Management: CMI position timeline

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

Smith Salley Wealth Management held 23,045 CMI 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 23,045 shares
    Change vs previous 13F +556 shares

    0.71% of the 13F portfolio, value $16,436,268.

    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 22,489 shares
    Change vs previous 13F +721 shares

    0.61% of the 13F portfolio, value $12,099,691.

    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 21,768 shares
    Change vs previous 13F +20,299 shares

    0.55% of the 13F portfolio, value $11,111,476.

    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 1,469 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $620,462.

    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 1,470 shares
    Change vs previous 13F -78 shares

    0.03% of the 13F portfolio, value $481,425.

    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 1,548 shares
    Change vs previous 13F +78 shares

    0.03% of the 13F portfolio, value $485,205.

    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 1,470 shares
    Change vs previous 13F -148 shares

    0.03% of the 13F portfolio, value $512,442.

    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 1,618 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $523,892.

    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).