Smith, Salley & Associates - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Smith, Salley & Associates going back to Feb. 11, 2011

• Smith Salley Wealth Management 2024 Q3 - filed Oct. 24, 2024 - new!
• Smith Salley Wealth Management 2024 Q2 - filed July 29, 2024
• Smith Salley Wealth Management 2024 Q1 - filed May 2, 2024
• Smith, Salley & Associates 2023 Q4 - filed Jan. 24, 2024
• Smith, Salley & Associates 2023 Q3 - filed Oct. 27, 2023
• Smith, Salley & Associates 2023 Q2 - filed Aug. 4, 2023
• Smith, Salley & Associates 2023 Q1 - filed May 3, 2023
• Smith, Salley & Associates 2022 Q4 - filed Feb. 3, 2023
• Smith, Salley & Associates 2022 Q3 - filed Nov. 1, 2022
• Smith, Salley & Associates 2022 Q2 - filed Aug. 1, 2022
• Smith, Salley & Associates 2022 Q1 - filed May 10, 2022
• Smith, Salley & Associates 2021 Q4 - filed Feb. 10, 2022
• Smith, Salley & Associates 2021 Q3 - filed Nov. 5, 2021
• Smith, Salley & Associates 2021 Q2 - filed Aug. 9, 2021
• Smith, Salley & Associates 2021 Q1 - filed April 30, 2021
• Smith, Salley & Associates 2020 Q4 - filed Jan. 28, 2021
• Smith, Salley & Associates 2020 Q3 - filed Nov. 5, 2020
• Smith, Salley & Associates 2020 Q2 - filed Aug. 4, 2020
• Smith, Salley & Associates 2020 Q1 - filed April 24, 2020
• Smith, Salley & Associates 2019 Q4 - filed Jan. 27, 2020
• Smith, Salley & Associates 2019 Q3 - filed Oct. 30, 2019
• Smith, Salley & Associates 2019 Q2 - filed July 12, 2019
• Smith, Salley & Associates 2019 Q1 - filed May 3, 2019
• Smith, Salley & Associates 2018 Q4 - filed Feb. 5, 2019
• Smith, Salley & Associates 2018 Q3 - filed Nov. 6, 2018
• Smith, Salley & Associates 2018 Q2 - filed Aug. 10, 2018
• Smith, Salley & Associates 2018 Q1 - filed May 9, 2018
• Smith, Salley & Associates 2017 Q4 - filed Feb. 12, 2018
• Smith, Salley & Associates 2017 Q3 - filed Nov. 2, 2017
• Smith, Salley & Associates 2017 Q2 - filed July 25, 2017
• Smith, Salley & Associates 2017 Q1 - filed May 5, 2017
• Smith, Salley & Associates 2016 Q4 - filed Feb. 1, 2017
• Smith, Salley & Associates 2016 Q3 - filed Nov. 14, 2016
• Smith, Salley & Associates 2016 Q2 - filed July 29, 2016
• Smith, Salley & Associates 2016 Q1 - filed May 10, 2016
• Smith, Salley & Associates 2015 Q4 - filed Feb. 10, 2016
• Smith, Salley & Associates 2015 Q3 - filed Nov. 12, 2015
• Smith, Salley & Associates 2015 Q2 - filed Aug. 11, 2015
• Smith, Salley & Associates 2015 Q1 - filed May 5, 2015
• Smith, Salley & Associates 2014 Q4 - filed Feb. 4, 2015
• Smith, Salley & Associates 2014 Q3 - filed Nov. 12, 2014
• Smith, Salley & Associates 2014 Q2 - filed Aug. 13, 2014
• Smith, Salley & Associates 2014 Q1 - filed May 12, 2014
• Smith, Salley & Associates 2013 Q4 - filed Feb. 11, 2014
• Smith, Salley & Associates 2013 Q3 - filed Nov. 12, 2013
• Smith, Salley & Associates 2013 Q2 - filed Aug. 13, 2013
• Smith, Salley & Associates 2012 Q4 - filed Feb. 13, 2013
• Smith, Salley & Associates 2012 Q3 - filed Nov. 14, 2012
• Smith, Salley & Associates 2012 Q1 - filed May 11, 2012
• Smith, Salley & Associates 2011 Q4 - filed Feb. 8, 2012
• Smith, Salley & Associates 2011 Q3 - filed Nov. 14, 2011
• Smith, Salley & Associates 2011 Q2 - filed Aug. 12, 2011
• Smith, Salley & Associates 2011 Q1 - filed May 12, 2011
• Smith, Salley & Associates 2010 Q4 - filed Feb. 11, 2011