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Smith Salley Wealth Management: IEMG position timeline

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

Smith Salley Wealth Management held 71,358 IEMG 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 71,358 shares
    Change vs previous 13F -1,228 shares

    0.26% of the 13F portfolio, value $5,911,322.

    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 72,586 shares
    Change vs previous 13F +3,340 shares

    0.25% of the 13F portfolio, value $5,062,893.

    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 69,246 shares
    Change vs previous 13F -3 shares

    0.23% of the 13F portfolio, value $4,654,735.

    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 69,249 shares
    Change vs previous 13F -586 shares

    0.23% of the 13F portfolio, value $4,564,872.

    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 69,835 shares
    Change vs previous 13F +515 shares

    0.24% of the 13F portfolio, value $4,192,175.

    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 69,320 shares
    Change vs previous 13F +920 shares

    0.25% of the 13F portfolio, value $3,741,195.

    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 68,400 shares
    Change vs previous 13F -3,228 shares

    0.23% of the 13F portfolio, value $3,571,866.

    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 71,628 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,112,143.

    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).