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Disclosery

Smith Salley Wealth Management: WMT position timeline

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

Smith Salley Wealth Management held 88,401 WMT 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 88,401 shares
    Change vs previous 13F +4,010 shares

    0.43% of the 13F portfolio, value $10,012,290.

    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 84,391 shares
    Change vs previous 13F -2,709 shares

    0.53% of the 13F portfolio, value $10,488,075.

    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 87,100 shares
    Change vs previous 13F +5,614 shares

    0.48% of the 13F portfolio, value $9,703,772.

    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 81,486 shares
    Change vs previous 13F +6,104 shares

    0.43% of the 13F portfolio, value $8,397,911.

    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 75,382 shares
    Change vs previous 13F +5,399 shares

    0.43% of the 13F portfolio, value $7,370,840.

    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 69,983 shares
    Change vs previous 13F +483 shares

    0.4% of the 13F portfolio, value $6,143,792.

    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 69,500 shares
    Change vs previous 13F -607 shares

    0.4% of the 13F portfolio, value $6,279,306.

    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 70,107 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,661,123.

    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).