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Smith Salley Wealth Management: PNC position timeline

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

Smith Salley Wealth Management held 80,906 PNC 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 80,906 shares
    Change vs previous 13F +1,250 shares

    0.87% of the 13F portfolio, value $19,920,581.

    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 79,656 shares
    Change vs previous 13F +1,697 shares

    0.83% of the 13F portfolio, value $16,575,605.

    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 77,959 shares
    Change vs previous 13F +381 shares

    0.81% of the 13F portfolio, value $16,272,338.

    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 77,578 shares
    Change vs previous 13F +2,471 shares

    0.8% of the 13F portfolio, value $15,587,667.

    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 75,107 shares
    Change vs previous 13F +2,263 shares

    0.81% of the 13F portfolio, value $14,001,537.

    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 72,844 shares
    Change vs previous 13F +9,836 shares

    0.84% of the 13F portfolio, value $12,803,746.

    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 63,008 shares
    Change vs previous 13F +553 shares

    0.78% of the 13F portfolio, value $12,151,161.

    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 62,455 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $11,544,759.

    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).