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Disclosery

Smith Salley Wealth Management: DLR position timeline

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

Smith Salley Wealth Management held 21,484 DLR 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 21,484 shares
    Change vs previous 13F +9,309 shares

    0.17% of the 13F portfolio, value $3,858,157.

    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 12,175 shares
    Change vs previous 13F +192 shares

    0.11% of the 13F portfolio, value $2,194,112.

    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 11,983 shares
    Change vs previous 13F -488 shares

    0.09% of the 13F portfolio, value $1,853,899.

    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 12,471 shares
    Change vs previous 13F +560 shares

    0.11% of the 13F portfolio, value $2,155,925.

    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 11,911 shares
    Change vs previous 13F +446 shares

    0.12% of the 13F portfolio, value $2,076,530.

    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 11,465 shares
    Change vs previous 13F +316 shares

    0.11% of the 13F portfolio, value $1,642,836.

    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 11,149 shares
    Change vs previous 13F +495 shares

    0.13% of the 13F portfolio, value $1,977,038.

    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 10,654 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,724,124.

    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).