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Disclosery

Smith Salley Wealth Management: VRT position timeline

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

Smith Salley Wealth Management held 17,792 VRT 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 17,792 shares
    Change vs previous 13F -2,022 shares

    0.26% of the 13F portfolio, value $5,957,253.

    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 19,814 shares
    Change vs previous 13F -2,907 shares

    0.25% of the 13F portfolio, value $4,965,082.

    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 22,721 shares
    Change vs previous 13F +166 shares

    0.18% of the 13F portfolio, value $3,681,082.

    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 22,555 shares
    Change vs previous 13F +985 shares

    0.18% of the 13F portfolio, value $3,402,676.

    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 21,570 shares
    Change vs previous 13F +1,981 shares

    0.16% of the 13F portfolio, value $2,769,817.

    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 19,589 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,414,326.

    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).