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Disclosery

Smith Salley Wealth Management: META position timeline

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

Smith Salley Wealth Management held 80,744 META 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 80,744 shares
    Change vs previous 13F +117 shares

    1.98% of the 13F portfolio, value $45,482,276.

    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 80,627 shares
    Change vs previous 13F +1,631 shares

    2.32% of the 13F portfolio, value $46,129,078.

    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 78,996 shares
    Change vs previous 13F -607 shares

    2.58% of the 13F portfolio, value $52,144,583.

    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 79,603 shares
    Change vs previous 13F +2,858 shares

    3.01% of the 13F portfolio, value $58,458,532.

    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 76,745 shares
    Change vs previous 13F +2,465 shares

    3.28% of the 13F portfolio, value $56,644,578.

    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 74,280 shares
    Change vs previous 13F -6,735 shares

    2.81% of the 13F portfolio, value $42,812,296.

    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 81,015 shares
    Change vs previous 13F +3,233 shares

    3.05% of the 13F portfolio, value $47,435,074.

    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 77,782 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $44,525,253.

    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).