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Smith Salley Wealth Management: IGSB position timeline

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

Smith Salley Wealth Management held 245,485 IGSB 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 245,485 shares
    Change vs previous 13F -4,615 shares

    0.56% of the 13F portfolio, value $12,865,860.

    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 250,100 shares
    Change vs previous 13F +15,663 shares

    0.66% of the 13F portfolio, value $13,145,273.

    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 234,437 shares
    Change vs previous 13F +27,782 shares

    0.61% of the 13F portfolio, value $12,397,029.

    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 206,655 shares
    Change vs previous 13F +40,606 shares

    0.56% of the 13F portfolio, value $10,958,936.

    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 166,049 shares
    Change vs previous 13F +1,688 shares

    0.51% of the 13F portfolio, value $8,760,746.

    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 164,361 shares
    Change vs previous 13F +1,671 shares

    0.56% of the 13F portfolio, value $8,607,568.

    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 162,690 shares
    Change vs previous 13F +2,913 shares

    0.54% of the 13F portfolio, value $8,411,096.

    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 159,777 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,413,857.

    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).