Smith Salley Wealth Management: STZ position timeline

Smith Salley Wealth Management held 0 STZ shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -71,830 shares

   13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 71,830 shares

   Change vs previous 13F +3,012 shares

   0.68% of the 13F portfolio, value $11,685,383.

   13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 68,818 shares

   Change vs previous 13F -2,459 shares

   0.83% of the 13F portfolio, value $12,629,396.

   13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 71,277 shares

   Change vs previous 13F +1,270 shares

   1.01% of the 13F portfolio, value $15,752,262.

   13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 70,007 shares

   Change vs previous 13F not available

   1.18% of the 13F portfolio, value $18,040,219.

   13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).