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Smith Salley Wealth Management: IEFA position timeline

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

Smith Salley Wealth Management held 119,957 IEFA 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 119,957 shares
    Change vs previous 13F +3,175 shares

    0.5% of the 13F portfolio, value $11,585,485.

    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 116,782 shares
    Change vs previous 13F +4,369 shares

    0.53% of the 13F portfolio, value $10,572,232.

    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 112,413 shares
    Change vs previous 13F +664 shares

    0.5% of the 13F portfolio, value $10,056,425.

    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 111,749 shares
    Change vs previous 13F -907 shares

    0.5% of the 13F portfolio, value $9,756,827.

    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 112,656 shares
    Change vs previous 13F +973 shares

    0.54% of the 13F portfolio, value $9,404,520.

    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 111,683 shares
    Change vs previous 13F +9,391 shares

    0.55% of the 13F portfolio, value $8,448,808.

    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 102,292 shares
    Change vs previous 13F -4,452 shares

    0.46% of the 13F portfolio, value $7,189,096.

    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 106,744 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,331,359.

    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).