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Disclosery

Smith Salley Wealth Management: LRGF position timeline

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

Smith Salley Wealth Management held 18,832 LRGF 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 18,832 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,424,264.

    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 18,832 shares
    Change vs previous 13F -342 shares

    0.06% of the 13F portfolio, value $1,242,912.

    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 19,174 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,331,251.

    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 19,174 shares
    Change vs previous 13F -5,378 shares

    0.07% of the 13F portfolio, value $1,324,540.

    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 24,552 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,574,520.

    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 24,552 shares
    Change vs previous 13F -1,262 shares

    0.09% of the 13F portfolio, value $1,421,070.

    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 25,814 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,557,875.

    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 25,814 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,517,089.

    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).