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Disclosery

Smith Salley Wealth Management: MDT position timeline

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

Smith Salley Wealth Management held 162,575 MDT 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 162,575 shares
    Change vs previous 13F -1 shares

    0.55% of the 13F portfolio, value $12,718,281.

    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 162,576 shares
    Change vs previous 13F +2,310 shares

    0.71% of the 13F portfolio, value $14,087,208.

    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 160,266 shares
    Change vs previous 13F -1,471 shares

    0.76% of the 13F portfolio, value $15,395,173.

    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 161,737 shares
    Change vs previous 13F -1,032 shares

    0.79% of the 13F portfolio, value $15,403,793.

    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 162,769 shares
    Change vs previous 13F -17,507 shares

    0.82% of the 13F portfolio, value $14,188,593.

    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 180,276 shares
    Change vs previous 13F +3,588 shares

    1.06% of the 13F portfolio, value $16,199,563.

    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 176,688 shares
    Change vs previous 13F +3,520 shares

    0.91% of the 13F portfolio, value $14,113,864.

    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 173,168 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $15,590,318.

    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).