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Smith Salley Wealth Management: PG position timeline

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

Smith Salley Wealth Management held 165,153 PG 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 165,153 shares
    Change vs previous 13F +1,418 shares

    1.05% of the 13F portfolio, value $24,218,081.

    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 163,735 shares
    Change vs previous 13F +5,977 shares

    1.19% of the 13F portfolio, value $23,649,890.

    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 157,758 shares
    Change vs previous 13F -4,058 shares

    1.12% of the 13F portfolio, value $22,608,360.

    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 161,816 shares
    Change vs previous 13F +5,769 shares

    1.28% of the 13F portfolio, value $24,862,975.

    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 156,047 shares
    Change vs previous 13F +3,683 shares

    1.44% of the 13F portfolio, value $24,861,346.

    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 152,364 shares
    Change vs previous 13F +717 shares

    1.7% of the 13F portfolio, value $25,965,800.

    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 151,647 shares
    Change vs previous 13F +310 shares

    1.63% of the 13F portfolio, value $25,423,548.

    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 151,337 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $26,211,621.

    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).