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Disclosery

Smith Salley Wealth Management: V position timeline

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

Smith Salley Wealth Management held 120,349 V 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 120,349 shares
    Change vs previous 13F -395 shares

    1.79% of the 13F portfolio, value $41,290,533.

    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 120,744 shares
    Change vs previous 13F +2,383 shares

    1.83% of the 13F portfolio, value $36,493,526.

    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 118,361 shares
    Change vs previous 13F +212 shares

    2.06% of the 13F portfolio, value $41,510,355.

    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 118,149 shares
    Change vs previous 13F +3,096 shares

    2.08% of the 13F portfolio, value $40,333,570.

    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 115,053 shares
    Change vs previous 13F +3,371 shares

    2.36% of the 13F portfolio, value $40,849,709.

    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 111,682 shares
    Change vs previous 13F +1,126 shares

    2.57% of the 13F portfolio, value $39,139,938.

    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 110,556 shares
    Change vs previous 13F +1,282 shares

    2.24% of the 13F portfolio, value $34,940,137.

    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 109,274 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $30,044,758.

    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).