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Disclosery

Smith Salley Wealth Management: FCOM position timeline

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

Smith Salley Wealth Management held 57,756 FCOM 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 57,756 shares
    Change vs previous 13F -984 shares

    0.17% of the 13F portfolio, value $4,012,894.

    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 58,740 shares
    Change vs previous 13F +797 shares

    0.2% of the 13F portfolio, value $4,001,399.

    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 57,943 shares
    Change vs previous 13F -150 shares

    0.21% of the 13F portfolio, value $4,246,045.

    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 58,093 shares
    Change vs previous 13F -543 shares

    0.21% of the 13F portfolio, value $4,122,878.

    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 58,636 shares
    Change vs previous 13F +105 shares

    0.22% of the 13F portfolio, value $3,800,216.

    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 58,531 shares
    Change vs previous 13F +484 shares

    0.22% of the 13F portfolio, value $3,292,938.

    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 58,047 shares
    Change vs previous 13F -2,302 shares

    0.22% of the 13F portfolio, value $3,407,341.

    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 60,349 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,324,034.

    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).