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Smith Salley Wealth Management: GOOGL position timeline

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

Smith Salley Wealth Management held 86,221 GOOGL 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 86,221 shares
    Change vs previous 13F +9,621 shares

    1.34% of the 13F portfolio, value $30,812,876.

    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 76,600 shares
    Change vs previous 13F +687 shares

    1.11% of the 13F portfolio, value $22,027,223.

    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 75,913 shares
    Change vs previous 13F +579 shares

    1.18% of the 13F portfolio, value $23,760,894.

    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 75,334 shares
    Change vs previous 13F -7,846 shares

    0.94% of the 13F portfolio, value $18,313,812.

    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 83,180 shares
    Change vs previous 13F +2,961 shares

    0.85% of the 13F portfolio, value $14,658,838.

    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 80,219 shares
    Change vs previous 13F +2,758 shares

    0.81% of the 13F portfolio, value $12,405,079.

    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 77,461 shares
    Change vs previous 13F +7,791 shares

    0.94% of the 13F portfolio, value $14,663,449.

    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 69,670 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $11,554,812.

    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).