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Smith Salley Wealth Management: GOOG position timeline

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

Smith Salley Wealth Management held 277,743 GOOG 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 277,743 shares
    Change vs previous 13F -571 shares

    4.26% of the 13F portfolio, value $98,134,928.

    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 278,314 shares
    Change vs previous 13F +2,482 shares

    4.01% of the 13F portfolio, value $79,837,128.

    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 275,832 shares
    Change vs previous 13F +1,869 shares

    4.29% of the 13F portfolio, value $86,556,073.

    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 273,963 shares
    Change vs previous 13F +8,965 shares

    3.43% of the 13F portfolio, value $66,723,688.

    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 264,998 shares
    Change vs previous 13F +8,346 shares

    2.72% of the 13F portfolio, value $47,007,956.

    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 256,652 shares
    Change vs previous 13F +2,414 shares

    2.63% of the 13F portfolio, value $40,096,803.

    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 254,238 shares
    Change vs previous 13F +23,389 shares

    3.11% of the 13F portfolio, value $48,417,128.

    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 230,849 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $38,595,604.

    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).