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Smith Salley Wealth Management: TDG position timeline

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

Smith Salley Wealth Management held 9,148 TDG 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 9,148 shares
    Change vs previous 13F +1,078 shares

    0.53% of the 13F portfolio, value $12,185,818.

    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 8,070 shares
    Change vs previous 13F +134 shares

    0.47% of the 13F portfolio, value $9,352,282.

    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 7,936 shares
    Change vs previous 13F -175 shares

    0.52% of the 13F portfolio, value $10,553,272.

    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 8,111 shares
    Change vs previous 13F -29 shares

    0.55% of the 13F portfolio, value $10,690,046.

    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 8,140 shares
    Change vs previous 13F +259 shares

    0.72% of the 13F portfolio, value $12,377,797.

    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 7,881 shares
    Change vs previous 13F +282 shares

    0.71% of the 13F portfolio, value $10,901,744.

    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 7,599 shares
    Change vs previous 13F +283 shares

    0.62% of the 13F portfolio, value $9,630,499.

    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 7,316 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $10,440,883.

    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).