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Smith Salley Wealth Management: PEP position timeline

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

Smith Salley Wealth Management held 125,785 PEP 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 125,785 shares
    Change vs previous 13F +609 shares

    0.74% of the 13F portfolio, value $17,031,252.

    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 125,176 shares
    Change vs previous 13F +4,547 shares

    0.98% of the 13F portfolio, value $19,438,613.

    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 120,629 shares
    Change vs previous 13F -6,578 shares

    0.86% of the 13F portfolio, value $17,312,664.

    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 127,207 shares
    Change vs previous 13F +106 shares

    0.92% of the 13F portfolio, value $17,864,914.

    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 127,101 shares
    Change vs previous 13F +1,936 shares

    0.97% of the 13F portfolio, value $16,782,416.

    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 125,165 shares
    Change vs previous 13F +2,119 shares

    1.23% of the 13F portfolio, value $18,767,214.

    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 123,046 shares
    Change vs previous 13F -2,057 shares

    1.2% of the 13F portfolio, value $18,710,308.

    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 125,103 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $21,273,690.

    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).