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Disclosery

Smith Salley Wealth Management: WFC position timeline

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

Smith Salley Wealth Management held 6,700 WFC 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 6,700 shares
    Change vs previous 13F -39,370 shares

    0.02% of the 13F portfolio, value $553,662.

    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 46,070 shares
    Change vs previous 13F +1,792 shares

    0.18% of the 13F portfolio, value $3,667,605.

    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 44,278 shares
    Change vs previous 13F +384 shares

    0.2% of the 13F portfolio, value $4,126,671.

    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 43,894 shares
    Change vs previous 13F +658 shares

    0.19% of the 13F portfolio, value $3,679,198.

    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 43,236 shares
    Change vs previous 13F -572 shares

    0.2% of the 13F portfolio, value $3,464,103.

    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 43,808 shares
    Change vs previous 13F +1,474 shares

    0.21% of the 13F portfolio, value $3,144,962.

    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 42,334 shares
    Change vs previous 13F +512 shares

    0.19% of the 13F portfolio, value $2,973,538.

    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 41,822 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,362,552.

    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).