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Disclosery

Smith Salley Wealth Management: TMO position timeline

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

Smith Salley Wealth Management held 58,868 TMO 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 58,868 shares
    Change vs previous 13F -530 shares

    1.28% of the 13F portfolio, value $29,513,970.

    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 59,398 shares
    Change vs previous 13F +671 shares

    1.47% of the 13F portfolio, value $29,195,821.

    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 58,727 shares
    Change vs previous 13F -119 shares

    1.69% of the 13F portfolio, value $34,029,548.

    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 58,846 shares
    Change vs previous 13F +1,771 shares

    1.47% of the 13F portfolio, value $28,541,424.

    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 57,075 shares
    Change vs previous 13F +1,415 shares

    1.34% of the 13F portfolio, value $23,141,428.

    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 55,660 shares
    Change vs previous 13F +6,989 shares

    1.82% of the 13F portfolio, value $27,696,373.

    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 48,671 shares
    Change vs previous 13F +5,954 shares

    1.63% of the 13F portfolio, value $25,320,025.

    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 42,717 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $26,423,597.

    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).