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Disclosery

Smith Salley Wealth Management: ROP position timeline

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

Smith Salley Wealth Management held 32,879 ROP 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 32,879 shares
    Change vs previous 13F -1,101 shares

    0.48% of the 13F portfolio, value $11,125,913.

    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 33,980 shares
    Change vs previous 13F +321 shares

    0.6% of the 13F portfolio, value $12,024,267.

    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 33,659 shares
    Change vs previous 13F -1,812 shares

    0.74% of the 13F portfolio, value $14,982,650.

    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 35,471 shares
    Change vs previous 13F -414 shares

    0.91% of the 13F portfolio, value $17,688,841.

    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 35,885 shares
    Change vs previous 13F +797 shares

    1.18% of the 13F portfolio, value $20,341,166.

    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 35,088 shares
    Change vs previous 13F +222 shares

    1.36% of the 13F portfolio, value $20,687,009.

    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 34,866 shares
    Change vs previous 13F +481 shares

    1.16% of the 13F portfolio, value $18,125,345.

    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 34,385 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $19,132,946.

    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).