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Disclosery

Smith Salley Wealth Management: ECL position timeline

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

Smith Salley Wealth Management held 7,973 ECL 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 7,973 shares
    Change vs previous 13F +101 shares

    0.1% of the 13F portfolio, value $2,221,336.

    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 7,872 shares
    Change vs previous 13F +107 shares

    0.11% of the 13F portfolio, value $2,094,215.

    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 7,765 shares
    Change vs previous 13F -238 shares

    0.1% of the 13F portfolio, value $2,038,458.

    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 8,003 shares
    Change vs previous 13F +387 shares

    0.11% of the 13F portfolio, value $2,191,634.

    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 7,616 shares
    Change vs previous 13F +289 shares

    0.12% of the 13F portfolio, value $2,052,012.

    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 7,327 shares
    Change vs previous 13F +336 shares

    0.12% of the 13F portfolio, value $1,857,515.

    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 6,991 shares
    Change vs previous 13F +506 shares

    0.11% of the 13F portfolio, value $1,638,024.

    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 6,485 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,655,790.

    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).