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Smith Salley Wealth Management: QQQ position timeline

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

Smith Salley Wealth Management held 5,152 QQQ 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 5,152 shares
    Change vs previous 13F -226 shares

    0.16% of the 13F portfolio, value $3,793,930.

    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 5,378 shares
    Change vs previous 13F -781 shares

    0.16% of the 13F portfolio, value $3,103,789.

    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 6,159 shares
    Change vs previous 13F +140 shares

    0.19% of the 13F portfolio, value $3,783,656.

    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 6,019 shares
    Change vs previous 13F +1,486 shares

    0.19% of the 13F portfolio, value $3,613,763.

    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 4,533 shares
    Change vs previous 13F +1,262 shares

    0.14% of the 13F portfolio, value $2,500,460.

    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 3,271 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $1,533,914.

    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 3,262 shares
    Change vs previous 13F +419 shares

    0.11% of the 13F portfolio, value $1,667,887.

    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 2,843 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,387,716.

    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).