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Disclosery

Smith Salley Wealth Management: MA position timeline

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

Smith Salley Wealth Management held 50,371 MA 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 50,371 shares
    Change vs previous 13F -470 shares

    1.12% of the 13F portfolio, value $25,870,466.

    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 50,841 shares
    Change vs previous 13F +135 shares

    1.28% of the 13F portfolio, value $25,403,241.

    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 50,706 shares
    Change vs previous 13F -521 shares

    1.43% of the 13F portfolio, value $28,946,812.

    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 51,227 shares
    Change vs previous 13F -250 shares

    1.5% of the 13F portfolio, value $29,138,680.

    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 51,477 shares
    Change vs previous 13F +1,750 shares

    1.67% of the 13F portfolio, value $28,926,711.

    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 49,727 shares
    Change vs previous 13F +651 shares

    1.79% of the 13F portfolio, value $27,256,118.

    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 49,076 shares
    Change vs previous 13F +928 shares

    1.66% of the 13F portfolio, value $25,841,845.

    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 48,148 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $23,775,505.

    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).