Skip to content
Disclosery

Smith Salley Wealth Management: IWV position timeline

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

Smith Salley Wealth Management held 3,413 IWV 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 3,413 shares
    Change vs previous 13F +235 shares

    0.06% of the 13F portfolio, value $1,455,498.

    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 3,178 shares
    Change vs previous 13F -43 shares

    0.06% of the 13F portfolio, value $1,178,150.

    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 3,221 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $1,246,143.

    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 3,209 shares
    Change vs previous 13F -30 shares

    0.06% of the 13F portfolio, value $1,216,065.

    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 3,239 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $1,136,892.

    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 3,230 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $1,025,941.

    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 3,187 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $1,065,177.

    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 3,179 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,038,552.

    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).