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Disclosery

Smith Salley Wealth Management: MU position timeline

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

Smith Salley Wealth Management held 49,183 MU 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 49,183 shares
    Change vs previous 13F -1,233 shares

    2.47% of the 13F portfolio, value $56,771,804.

    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 50,416 shares
    Change vs previous 13F -1,390 shares

    0.86% of the 13F portfolio, value $17,032,665.

    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 51,806 shares
    Change vs previous 13F +34,724 shares

    0.73% of the 13F portfolio, value $14,785,986.

    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 17,082 shares
    Change vs previous 13F +14,043 shares

    0.15% of the 13F portfolio, value $2,858,160.

    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 3,039 shares
    Change vs previous 13F +337 shares

    0.02% of the 13F portfolio, value $374,557.

    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 2,702 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $234,777.

    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 2,734 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $230,093.

    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 2,734 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $283,543.

    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).