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Disclosery

Smith Salley Wealth Management: IGIB position timeline

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

Smith Salley Wealth Management held 387,811 IGIB 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 387,811 shares
    Change vs previous 13F +202,143 shares

    0.9% of the 13F portfolio, value $20,619,918.

    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 185,668 shares
    Change vs previous 13F +50,472 shares

    0.5% of the 13F portfolio, value $9,881,230.

    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 135,196 shares
    Change vs previous 13F +2,821 shares

    0.36% of the 13F portfolio, value $7,284,381.

    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 132,375 shares
    Change vs previous 13F +8,012 shares

    0.37% of the 13F portfolio, value $7,160,164.

    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 124,363 shares
    Change vs previous 13F +44,516 shares

    0.38% of the 13F portfolio, value $6,627,289.

    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 79,847 shares
    Change vs previous 13F +714 shares

    0.27% of the 13F portfolio, value $4,193,539.

    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 79,133 shares
    Change vs previous 13F +1,268 shares

    0.26% of the 13F portfolio, value $4,076,161.

    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 77,865 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,182,917.

    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).