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Smith Salley Wealth Management: FENY position timeline

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

Smith Salley Wealth Management held 41,076 FENY 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 41,076 shares
    Change vs previous 13F -7,629 shares

    0.05% of the 13F portfolio, value $1,214,221.

    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 48,705 shares
    Change vs previous 13F +663 shares

    0.08% of the 13F portfolio, value $1,656,927.

    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 48,042 shares
    Change vs previous 13F -129 shares

    0.06% of the 13F portfolio, value $1,189,996.

    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 48,171 shares
    Change vs previous 13F -271 shares

    0.06% of the 13F portfolio, value $1,190,785.

    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 48,442 shares
    Change vs previous 13F +264 shares

    0.07% of the 13F portfolio, value $1,135,955.

    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 48,178 shares
    Change vs previous 13F +173 shares

    0.08% of the 13F portfolio, value $1,230,956.

    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 48,005 shares
    Change vs previous 13F -12,373 shares

    0.07% of the 13F portfolio, value $1,144,448.

    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 60,378 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,453,895.

    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).