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Disclosery

Smith Salley Wealth Management: SPY position timeline

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

Smith Salley Wealth Management held 6,075 SPY 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 6,075 shares
    Change vs previous 13F -2,050 shares

    0.2% of the 13F portfolio, value $4,536,925.

    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 8,125 shares
    Change vs previous 13F -3,907 shares

    0.27% of the 13F portfolio, value $5,284,315.

    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 12,032 shares
    Change vs previous 13F +7,296 shares

    0.41% of the 13F portfolio, value $8,204,846.

    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 4,736 shares
    Change vs previous 13F -150 shares

    0.16% of the 13F portfolio, value $3,154,755.

    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 4,886 shares
    Change vs previous 13F +262 shares

    0.17% of the 13F portfolio, value $3,018,511.

    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 4,624 shares
    Change vs previous 13F -1,027 shares

    0.17% of the 13F portfolio, value $2,586,853.

    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 5,651 shares
    Change vs previous 13F +2,038 shares

    0.21% of the 13F portfolio, value $3,312,126.

    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 3,613 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,073,129.

    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).