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Disclosery

Smith Salley Wealth Management: SCHB position timeline

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

Smith Salley Wealth Management held 42,928 SCHB 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 42,928 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,243,187.

    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 42,928 shares
    Change vs previous 13F -1,040 shares

    0.05% of the 13F portfolio, value $1,077,486.

    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 43,968 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,153,274.

    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 43,968 shares
    Change vs previous 13F -4,760 shares

    0.06% of the 13F portfolio, value $1,130,410.

    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 48,728 shares
    Change vs previous 13F +1,135 shares

    0.07% of the 13F portfolio, value $1,161,180.

    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 47,593 shares
    Change vs previous 13F -9,254 shares

    0.07% of the 13F portfolio, value $1,024,670.

    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 56,847 shares
    Change vs previous 13F +39,049 shares

    0.08% of the 13F portfolio, value $1,290,430.

    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 17,798 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,183,932.

    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).