Skip to content
Disclosery

Smith Salley Wealth Management: SBUX position timeline

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

Smith Salley Wealth Management held 42,808 SBUX 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 42,808 shares
    Change vs previous 13F +1,027 shares

    0.19% of the 13F portfolio, value $4,374,576.

    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 41,781 shares
    Change vs previous 13F +3,118 shares

    0.19% of the 13F portfolio, value $3,743,183.

    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 38,663 shares
    Change vs previous 13F -2,852 shares

    0.16% of the 13F portfolio, value $3,255,851.

    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 41,515 shares
    Change vs previous 13F -671 shares

    0.18% of the 13F portfolio, value $3,512,127.

    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 42,186 shares
    Change vs previous 13F +3,288 shares

    0.22% of the 13F portfolio, value $3,865,511.

    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 38,898 shares
    Change vs previous 13F +1,238 shares

    0.25% of the 13F portfolio, value $3,815,473.

    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 37,660 shares
    Change vs previous 13F +1,112 shares

    0.22% of the 13F portfolio, value $3,436,503.

    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 36,548 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,563,061.

    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).