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Disclosery

Smith Salley Wealth Management: VEA position timeline

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

Smith Salley Wealth Management held 25,675 VEA 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 25,675 shares
    Change vs previous 13F +3,129 shares

    0.08% of the 13F portfolio, value $1,829,317.

    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 22,546 shares
    Change vs previous 13F +1,250 shares

    0.07% of the 13F portfolio, value $1,444,748.

    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 21,296 shares
    Change vs previous 13F +1,200 shares

    0.07% of the 13F portfolio, value $1,330,361.

    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 20,096 shares
    Change vs previous 13F +168 shares

    0.06% of the 13F portfolio, value $1,204,152.

    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 19,928 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $1,136,095.

    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 19,328 shares
    Change vs previous 13F -207 shares

    0.06% of the 13F portfolio, value $982,442.

    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 19,535 shares
    Change vs previous 13F -1,465 shares

    0.06% of the 13F portfolio, value $934,164.

    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 21,000 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,109,019.

    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).