Smith Salley Wealth Management: IJS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Salley Wealth Management on IJS, newest first. How the timeline and the estimate are built.
Smith Salley Wealth Management held 2,960 IJS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,960 sharesChange vs previous 13F +459 shares
0.02% of the 13F portfolio, value $404,573.
13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,501 sharesChange vs previous 13F -178 shares
0.01% of the 13F portfolio, value $296,243.
13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,679 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $304,656.
13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,679 sharesChange vs previous 13F +65 shares
0.02% of the 13F portfolio, value $296,271.
13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,614 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $260,067.
13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).