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Disclosery

Smith Salley Wealth Management: DHR position timeline

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

Smith Salley Wealth Management held 1,177 DHR 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 1,177 shares
    Change vs previous 13F +89 shares

    0.01% of the 13F portfolio, value $224,158.

    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 1,088 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $206,248.

    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 1,099 shares
    Change vs previous 13F -116 shares

    0.01% of the 13F portfolio, value $251,539.

    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 1,215 shares
    Change vs previous 13F -420 shares

    0.01% of the 13F portfolio, value $240,848.

    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 1,635 shares
    Change vs previous 13F +147 shares

    0.02% of the 13F portfolio, value $322,951.

    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 1,488 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $305,012.

    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 1,288 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $295,629.

    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 1,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $360,275.

    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).