Skip to content
Disclosery

Smith Salley Wealth Management: VYM position timeline

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

Smith Salley Wealth Management held 6,084 VYM 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 6,084 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $961,500.

    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 6,131 shares
    Change vs previous 13F -17,545 shares

    0.05% of the 13F portfolio, value $907,930.

    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 23,676 shares
    Change vs previous 13F +15,026 shares

    0.17% of the 13F portfolio, value $3,398,021.

    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 8,650 shares
    Change vs previous 13F +200 shares

    0.06% of the 13F portfolio, value $1,219,258.

    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 8,450 shares
    Change vs previous 13F -97 shares

    0.07% of the 13F portfolio, value $1,126,508.

    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 8,547 shares
    Change vs previous 13F -4,831 shares

    0.07% of the 13F portfolio, value $1,102,168.

    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 13,378 shares
    Change vs previous 13F +4,852 shares

    0.11% of the 13F portfolio, value $1,706,846.

    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 8,526 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,092,980.

    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).