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Disclosery

Smith Salley Wealth Management: MKL position timeline

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

Smith Salley Wealth Management held 9,151 MKL 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 9,151 shares
    Change vs previous 13F -21 shares

    0.78% of the 13F portfolio, value $17,872,444.

    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 9,172 shares
    Change vs previous 13F +70 shares

    0.88% of the 13F portfolio, value $17,556,290.

    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 9,102 shares
    Change vs previous 13F -123 shares

    0.97% of the 13F portfolio, value $19,565,110.

    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 9,225 shares
    Change vs previous 13F -118 shares

    0.91% of the 13F portfolio, value $17,631,373.

    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 9,343 shares
    Change vs previous 13F +165 shares

    1.08% of the 13F portfolio, value $18,661,334.

    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 9,178 shares
    Change vs previous 13F +54 shares

    1.12% of the 13F portfolio, value $17,159,281.

    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 9,124 shares
    Change vs previous 13F +69 shares

    1.01% of the 13F portfolio, value $15,750,123.

    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 9,055 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $14,203,492.

    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).