Smith Salley Wealth Management

Position in NDAQ — Nasdaq, Inc.

CIK 1482012 GREENSBORO, NC

Position in NDAQ

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$588,470

-$84,707 QoQ

Shares Held

7,466

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#607

of 1,076 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $22,605,629 across 4 Financial Data & Stock Exchanges names. NDAQ ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	41,122	$14,989,633
2	MCO	Moodys Corp /De/	11,164	$5,056,398
3	CME	Cme Group Inc.	8,926	$1,971,128
4	NDAQ	Nasdaq, Inc. This page	7,466	$588,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,470	7,466	-5.9%	Shares	Sole	2026-07-23
2026-03-31	$673,177	7,930	-6.2%	Shares	Sole	2026-04-16
2025-12-31	$820,748	8,450	-6.8%	Shares	Sole	2026-01-27
2025-09-30	$801,533	9,062	+14.2%	Shares	Sole	2025-10-20
2025-06-30	$709,815	7,938	+0.5%	Shares	Sole	2025-07-17
2025-03-31	$599,142	7,898	-5.6%	Shares	Sole	2025-04-25
2024-12-31	$646,930	8,368	0.0%	Shares	Sole	2025-01-15
2024-09-30	$610,947	8,368	0.0%	Shares	Sole	2024-10-24
2024-06-30	$504,255	8,368	-3.7%	Shares	Sole	2024-07-29
2024-03-31	$548,339	8,690	-4.6%	Shares	Sole	2024-05-02
2023-12-31	$529,480	9,107	-8.2%	Shares	Sole	2024-01-24
2023-09-30	$482,061	9,921	-1.8%	Shares	Sole	2023-10-27
2023-06-30	$503,534	10,101	-2.3%	Shares	Sole	2023-08-04
2023-03-31	$565,342	10,341	-2.7%	Shares	Sole	2023-05-03
2022-12-31	$652,211	10,631	-1.1%	Shares	Sole	2023-02-03
2022-09-30	$609,083	10,746	+200.0%	Shares	Sole	2022-11-01
2022-06-30	$546,398	3,582	0.0%	Shares	Sole	2022-08-01
2022-03-31	$638,312	3,582	-3.3%	Shares	Sole	2022-05-10
2021-12-31	$777,876	3,704	-0.1%	Shares	Sole	2022-02-10
2021-09-30	$715,718	3,708	+0.2%	Shares	Sole	2021-11-05
2021-06-30	$650,460	3,700	-8.0%	Shares	Sole	2021-08-09
2021-03-31	$593,231	4,023	-6.2%	Shares	Sole	2021-04-30
2020-12-31	$569,455	4,290	-0.5%	Shares	Sole	2021-01-28
2020-09-30	$528,879	4,310	-0.3%	Shares	Sole	2020-11-05
2020-06-30	$516,229	4,321	-2.7%	Shares	Sole	2020-08-04
2020-03-31	$421,483	4,439	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.