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Smith Salley Wealth Management: CRM position timeline

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

Smith Salley Wealth Management held 16,453 CRM 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 16,453 shares
    Change vs previous 13F +452 shares

    0.11% of the 13F portfolio, value $2,577,490.

    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 16,001 shares
    Change vs previous 13F +1,566 shares

    0.15% of the 13F portfolio, value $2,986,858.

    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 14,435 shares
    Change vs previous 13F +894 shares

    0.19% of the 13F portfolio, value $3,823,936.

    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 13,541 shares
    Change vs previous 13F +3,965 shares

    0.17% of the 13F portfolio, value $3,209,278.

    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 9,576 shares
    Change vs previous 13F +1,110 shares

    0.15% of the 13F portfolio, value $2,611,216.

    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 8,466 shares
    Change vs previous 13F +3,024 shares

    0.15% of the 13F portfolio, value $2,271,804.

    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 5,442 shares
    Change vs previous 13F +418 shares

    0.12% of the 13F portfolio, value $1,819,584.

    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 5,024 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,375,178.

    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).