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Disclosery

Smith Salley Wealth Management: XLF position timeline

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

Smith Salley Wealth Management held 27,807 XLF 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 27,807 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,490,733.

    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 27,807 shares
    Change vs previous 13F +152 shares

    0.07% of the 13F portfolio, value $1,372,831.

    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 27,655 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,514,691.

    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 27,655 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,489,801.

    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 27,655 shares
    Change vs previous 13F +1,802 shares

    0.08% of the 13F portfolio, value $1,448,318.

    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 25,853 shares
    Change vs previous 13F -352 shares

    0.08% of the 13F portfolio, value $1,287,762.

    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 26,205 shares
    Change vs previous 13F +250 shares

    0.08% of the 13F portfolio, value $1,266,511.

    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 25,955 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,176,302.

    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).