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Disclosery

Smith Salley Wealth Management: SHYG position timeline

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

Smith Salley Wealth Management held 171,419 SHYG 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 171,419 shares
    Change vs previous 13F -3,938 shares

    0.32% of the 13F portfolio, value $7,269,890.

    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 175,357 shares
    Change vs previous 13F +68,505 shares

    0.37% of the 13F portfolio, value $7,419,341.

    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 106,852 shares
    Change vs previous 13F +2,329 shares

    0.23% of the 13F portfolio, value $4,580,762.

    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 104,523 shares
    Change vs previous 13F +5,879 shares

    0.23% of the 13F portfolio, value $4,525,842.

    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 98,644 shares
    Change vs previous 13F +368 shares

    0.25% of the 13F portfolio, value $4,255,484.

    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 98,276 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,178,705.

    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).