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Disclosery

Smith Salley Wealth Management: ELV position timeline

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

Smith Salley Wealth Management held 39,707 ELV 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 39,707 shares
    Change vs previous 13F +193 shares

    0.67% of the 13F portfolio, value $15,356,024.

    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 39,514 shares
    Change vs previous 13F +1,419 shares

    0.58% of the 13F portfolio, value $11,567,631.

    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 38,095 shares
    Change vs previous 13F -1,757 shares

    0.66% of the 13F portfolio, value $13,354,155.

    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 39,852 shares
    Change vs previous 13F +8,226 shares

    0.66% of the 13F portfolio, value $12,876,991.

    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 31,626 shares
    Change vs previous 13F +977 shares

    0.71% of the 13F portfolio, value $12,301,396.

    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 30,649 shares
    Change vs previous 13F +944 shares

    0.87% of the 13F portfolio, value $13,331,180.

    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 29,705 shares
    Change vs previous 13F -1,380 shares

    0.7% of the 13F portfolio, value $10,958,182.

    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 31,085 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $16,164,129.

    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).