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Disclosery

Smith Salley Wealth Management: CW position timeline

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

Smith Salley Wealth Management held 33,248 CW 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 33,248 shares
    Change vs previous 13F +186 shares

    1.09% of the 13F portfolio, value $25,194,311.

    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 33,062 shares
    Change vs previous 13F +293 shares

    1.13% of the 13F portfolio, value $22,519,472.

    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 32,769 shares
    Change vs previous 13F -221 shares

    0.89% of the 13F portfolio, value $18,064,801.

    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 32,990 shares
    Change vs previous 13F +467 shares

    0.92% of the 13F portfolio, value $17,911,452.

    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 32,523 shares
    Change vs previous 13F +1,122 shares

    0.92% of the 13F portfolio, value $15,889,201.

    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 31,401 shares
    Change vs previous 13F +195 shares

    0.65% of the 13F portfolio, value $9,962,622.

    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 31,206 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $11,074,109.

    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).