Skip to content
Disclosery

Smith Salley Wealth Management: T position timeline

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

Smith Salley Wealth Management held 158,663 T 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 158,663 shares
    Change vs previous 13F +2,173 shares

    0.14% of the 13F portfolio, value $3,284,327.

    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 156,490 shares
    Change vs previous 13F +10,451 shares

    0.23% of the 13F portfolio, value $4,536,645.

    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 146,039 shares
    Change vs previous 13F +5,706 shares

    0.18% of the 13F portfolio, value $3,627,605.

    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 140,333 shares
    Change vs previous 13F +16,445 shares

    0.2% of the 13F portfolio, value $3,962,994.

    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 123,888 shares
    Change vs previous 13F +3,755 shares

    0.21% of the 13F portfolio, value $3,585,325.

    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 120,133 shares
    Change vs previous 13F +10,028 shares

    0.22% of the 13F portfolio, value $3,397,370.

    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 110,105 shares
    Change vs previous 13F -792 shares

    0.16% of the 13F portfolio, value $2,507,093.

    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 110,897 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,439,737.

    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).