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Disclosery

Smith Salley Wealth Management: LIN position timeline

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

Smith Salley Wealth Management held 54,640 LIN 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 54,640 shares
    Change vs previous 13F +2 shares

    1.23% of the 13F portfolio, value $28,354,768.

    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 54,638 shares
    Change vs previous 13F +1,906 shares

    1.36% of the 13F portfolio, value $27,087,421.

    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 52,732 shares
    Change vs previous 13F -661 shares

    1.11% of the 13F portfolio, value $22,484,495.

    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 53,393 shares
    Change vs previous 13F +1,866 shares

    1.31% of the 13F portfolio, value $25,361,702.

    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 51,527 shares
    Change vs previous 13F +1,777 shares

    1.4% of the 13F portfolio, value $24,175,221.

    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 49,750 shares
    Change vs previous 13F +3,407 shares

    1.52% of the 13F portfolio, value $23,165,525.

    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 46,343 shares
    Change vs previous 13F +382 shares

    1.25% of the 13F portfolio, value $19,402,323.

    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 45,961 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $21,916,859.

    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).