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Disclosery

Smith Salley Wealth Management: MSFT position timeline

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

Smith Salley Wealth Management held 243,743 MSFT 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 243,743 shares
    Change vs previous 13F +2,634 shares

    3.95% of the 13F portfolio, value $90,921,168.

    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 241,109 shares
    Change vs previous 13F +3,778 shares

    4.49% of the 13F portfolio, value $89,251,444.

    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 237,331 shares
    Change vs previous 13F +2,350 shares

    5.68% of the 13F portfolio, value $114,777,997.

    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 234,981 shares
    Change vs previous 13F +9,137 shares

    6.26% of the 13F portfolio, value $121,708,624.

    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 225,844 shares
    Change vs previous 13F +4,796 shares

    6.5% of the 13F portfolio, value $112,336,934.

    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 221,048 shares
    Change vs previous 13F +1,954 shares

    5.44% of the 13F portfolio, value $82,979,353.

    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 219,094 shares
    Change vs previous 13F +3,978 shares

    5.93% of the 13F portfolio, value $92,347,930.

    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 215,116 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $92,564,531.

    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).