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Smith Salley Wealth Management: HD position timeline

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

Smith Salley Wealth Management held 21,622 HD 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 21,622 shares
    Change vs previous 13F +170 shares

    0.33% of the 13F portfolio, value $7,625,709.

    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 21,452 shares
    Change vs previous 13F +442 shares

    0.35% of the 13F portfolio, value $7,055,193.

    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 21,010 shares
    Change vs previous 13F +1,091 shares

    0.36% of the 13F portfolio, value $7,229,589.

    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 19,919 shares
    Change vs previous 13F +136 shares

    0.42% of the 13F portfolio, value $8,070,900.

    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 19,783 shares
    Change vs previous 13F +1,053 shares

    0.42% of the 13F portfolio, value $7,253,380.

    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 18,730 shares
    Change vs previous 13F -1,630 shares

    0.45% of the 13F portfolio, value $6,864,530.

    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 20,360 shares
    Change vs previous 13F +1,019 shares

    0.51% of the 13F portfolio, value $7,919,654.

    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 19,341 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,837,101.

    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).