Smith Salley Wealth Management: DAL position timeline

Smith Salley Wealth Management held 3,686 DAL 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 3,686 shares

   Change vs previous 13F +186 shares

   0.01% of the 13F portfolio, value $345,216.

   13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,500 shares

   Change vs previous 13F -5 shares

   0.01% of the 13F portfolio, value $232,680.

   13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,505 shares

   Change vs previous 13F +3,505 shares

   0.01% of the 13F portfolio, value $243,247.

   13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -3,505 shares

   13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 3,505 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $212,053.

   13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).