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Disclosery

Smith Salley Wealth Management: FHLC position timeline

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

Smith Salley Wealth Management held 43,256 FHLC 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 43,256 shares
    Change vs previous 13F -856 shares

    0.15% of the 13F portfolio, value $3,341,512.

    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 44,112 shares
    Change vs previous 13F +681 shares

    0.16% of the 13F portfolio, value $3,103,688.

    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 43,431 shares
    Change vs previous 13F -44 shares

    0.16% of the 13F portfolio, value $3,226,052.

    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 43,475 shares
    Change vs previous 13F -702 shares

    0.15% of the 13F portfolio, value $2,907,152.

    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 44,177 shares
    Change vs previous 13F +303 shares

    0.16% of the 13F portfolio, value $2,825,139.

    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 43,874 shares
    Change vs previous 13F +321 shares

    0.2% of the 13F portfolio, value $2,997,504.

    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 43,553 shares
    Change vs previous 13F -2,102 shares

    0.18% of the 13F portfolio, value $2,846,174.

    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 45,655 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,323,702.

    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).