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Disclosery

Smith Salley Wealth Management: SCHG position timeline

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

Smith Salley Wealth Management held 19,226 SCHG 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 19,226 shares
    Change vs previous 13F +6,007 shares

    0.03% of the 13F portfolio, value $650,595.

    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 13,219 shares
    Change vs previous 13F -824 shares

    0.02% of the 13F portfolio, value $385,059.

    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 14,043 shares
    Change vs previous 13F -2,034 shares

    0.02% of the 13F portfolio, value $458,070.

    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 16,077 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $513,005.

    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 16,076 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $469,569.

    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 16,076 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $402,533.

    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 16,073 shares
    Change vs previous 13F +12,260 shares

    0.03% of the 13F portfolio, value $447,944.

    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 3,813 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $397,198.

    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).