Smallwood Wealth Investment Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Red Bank, NJ
CIK
0001921304
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 62 109,880 13F-HR 10/31/2023 000192130423000004 Smallwood Wealth Investment Management, LLC
Q2 2023 63 112,180 13F-HR 7/17/2023 000192130423000003 Smallwood Wealth Investment Management, LLC
Q1 2023 60 105,593 13F-HR 4/25/2023 000192130423000002 Smallwood Wealth Investment Management, LLC
Q4 2022 75 118,159 13F-HR 2/14/2023 000192130423000001 Smallwood Wealth Investment Management, LLC
Q3 2022 74 111,259 13F-HR 11/14/2022 000192130422000004 Smallwood Wealth Investment Management, LLC
Q2 2022 61 98,697 13F-HR 8/8/2022 000192130422000003 Smallwood Wealth Investment Management, LLC
Q1 2022 56 105,812 13F-HR 4/21/2022 000192130422000002 Smallwood Wealth Investment Management, LLC
Q4 2021 54 107,442 13F-HR 4/5/2022 000192130422000001 Smallwood Wealth Investment Management, LLC