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Disclosery

Smith Salley Wealth Management: LOW position timeline

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

Smith Salley Wealth Management held 133,706 LOW 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 133,706 shares
    Change vs previous 13F -1,182 shares

    1.28% of the 13F portfolio, value $29,480,896.

    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 134,888 shares
    Change vs previous 13F +1,886 shares

    1.6% of the 13F portfolio, value $31,871,347.

    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 133,002 shares
    Change vs previous 13F -53 shares

    1.59% of the 13F portfolio, value $32,074,749.

    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 133,055 shares
    Change vs previous 13F +3,578 shares

    1.72% of the 13F portfolio, value $33,438,135.

    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 129,477 shares
    Change vs previous 13F +3,052 shares

    1.66% of the 13F portfolio, value $28,727,075.

    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 126,425 shares
    Change vs previous 13F +1,528 shares

    1.93% of the 13F portfolio, value $29,486,040.

    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 124,897 shares
    Change vs previous 13F +1,883 shares

    1.98% of the 13F portfolio, value $30,824,501.

    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 123,014 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $33,318,325.

    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).