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Smith Salley Wealth Management: MBB position timeline

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

Smith Salley Wealth Management held 115,609 MBB 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 115,609 shares
    Change vs previous 13F -49,053 shares

    0.47% of the 13F portfolio, value $10,927,384.

    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 164,662 shares
    Change vs previous 13F +9,930 shares

    0.79% of the 13F portfolio, value $15,634,653.

    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 154,732 shares
    Change vs previous 13F +3,224 shares

    0.73% of the 13F portfolio, value $14,733,558.

    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 151,508 shares
    Change vs previous 13F +8,933 shares

    0.74% of the 13F portfolio, value $14,416,021.

    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 142,575 shares
    Change vs previous 13F +26,767 shares

    0.77% of the 13F portfolio, value $13,386,373.

    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 115,808 shares
    Change vs previous 13F +48,645 shares

    0.71% of the 13F portfolio, value $10,860,504.

    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 67,163 shares
    Change vs previous 13F +24,868 shares

    0.4% of the 13F portfolio, value $6,157,524.

    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 42,295 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,052,292.

    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).