Smith Salley Wealth Management: IT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Salley Wealth Management on IT, newest first. How the timeline and the estimate are built.
Smith Salley Wealth Management held 0 IT shares at 2025-09-30 per its 13F-HR filed 2025-10-20.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -5,884 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 5,884 sharesChange vs previous 13F +360 shares
0.14% of the 13F portfolio, value $2,378,510.
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).
- period ended2025-03-3113F 5,524 sharesChange vs previous 13F +272 shares
0.15% of the 13F portfolio, value $2,318,726.
13F-HR 0001062993-25-007992 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 ended2024-12-3113F 5,252 sharesChange vs previous 13F +370 shares
0.16% of the 13F portfolio, value $2,544,532.
13F-HR 0001062993-25-000804 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 ended2024-09-3013F 4,882 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $2,474,102.
13F-HR 0001062993-24-017911 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).