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Smith Salley Wealth Management: XYL position timeline

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

Smith Salley Wealth Management held 79,697 XYL 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 79,697 shares
    Change vs previous 13F -1,579 shares

    0.41% of the 13F portfolio, value $9,420,985.

    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 81,276 shares
    Change vs previous 13F +768 shares

    0.49% of the 13F portfolio, value $9,712,471.

    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 80,508 shares
    Change vs previous 13F -1,105 shares

    0.54% of the 13F portfolio, value $10,963,629.

    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 81,613 shares
    Change vs previous 13F -1,039 shares

    0.62% of the 13F portfolio, value $12,037,939.

    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 82,652 shares
    Change vs previous 13F +1,508 shares

    0.62% of the 13F portfolio, value $10,691,907.

    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 81,144 shares
    Change vs previous 13F +264 shares

    0.64% of the 13F portfolio, value $9,693,431.

    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 80,880 shares
    Change vs previous 13F +241 shares

    0.6% of the 13F portfolio, value $9,383,743.

    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 80,639 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $10,888,723.

    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).