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Smith Salley Wealth Management: FUTY position timeline

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

Smith Salley Wealth Management held 13,437 FUTY 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 13,437 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $785,010.

    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 13,635 shares
    Change vs previous 13F +170 shares

    0.04% of the 13F portfolio, value $805,420.

    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 13,465 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $743,562.

    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 13,497 shares
    Change vs previous 13F -102 shares

    0.04% of the 13F portfolio, value $762,161.

    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 13,599 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $715,317.

    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 13,534 shares
    Change vs previous 13F +60 shares

    0.05% of the 13F portfolio, value $689,536.

    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 13,474 shares
    Change vs previous 13F -626 shares

    0.04% of the 13F portfolio, value $657,107.

    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 14,100 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $730,667.

    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).