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Smith Salley Wealth Management: FREL position timeline

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

Smith Salley Wealth Management held 23,359 FREL 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 23,359 shares
    Change vs previous 13F +6,505 shares

    0.03% of the 13F portfolio, value $684,422.

    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 16,854 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $453,545.

    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 16,685 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $448,657.

    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 16,690 shares
    Change vs previous 13F +57 shares

    0.02% of the 13F portfolio, value $464,157.

    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 16,633 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $449,746.

    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 16,568 shares
    Change vs previous 13F +98 shares

    0.03% of the 13F portfolio, value $455,127.

    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 16,470 shares
    Change vs previous 13F -766 shares

    0.03% of the 13F portfolio, value $445,019.

    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 17,236 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $508,114.

    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).