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Disclosery

Smith Salley Wealth Management: IWR position timeline

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

Smith Salley Wealth Management held 8,136 IWR 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 8,136 shares
    Change vs previous 13F +186 shares

    0.04% of the 13F portfolio, value $897,564.

    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 7,950 shares
    Change vs previous 13F -111 shares

    0.04% of the 13F portfolio, value $772,979.

    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 8,061 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $776,032.

    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 8,161 shares
    Change vs previous 13F -668 shares

    0.04% of the 13F portfolio, value $787,945.

    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 8,829 shares
    Change vs previous 13F -224 shares

    0.05% of the 13F portfolio, value $812,003.

    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 9,053 shares
    Change vs previous 13F -412 shares

    0.05% of the 13F portfolio, value $770,139.

    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 9,465 shares
    Change vs previous 13F +192 shares

    0.05% of the 13F portfolio, value $836,706.

    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 9,273 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $817,322.

    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).