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Disclosery

Smith Salley Wealth Management: XLV position timeline

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

Smith Salley Wealth Management held 8,744 XLV 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 8,744 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,387,323.

    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 8,744 shares
    Change vs previous 13F -205 shares

    0.06% of the 13F portfolio, value $1,281,958.

    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 8,949 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $1,385,305.

    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 8,995 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,251,788.

    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 8,995 shares
    Change vs previous 13F -71 shares

    0.07% of the 13F portfolio, value $1,212,391.

    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 9,066 shares
    Change vs previous 13F -210 shares

    0.09% of the 13F portfolio, value $1,323,727.

    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 9,276 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $1,276,099.

    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 9,209 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,418,370.

    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).