13F-HR filed by Smallwood Wealth Investment Management, LLC
Smallwood Wealth Investment Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-25, with 505 holding rows worth $158,812,767.
- Accession
- 0001921304-25-000003
- Filer
- CIK 1921304
- Filed
- 2025-04-25
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 505 entries on the cover page, a total value of $158,812,767 stated on the cover page (in dollars after the unit check, H1), rows summing to $158,812,767 with VALUE read as dollars as filed, 13F file number 028-22400. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| STEM INC | 85859N102 | COM | 40 | $14 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 0 | $9 | dollars as filed | Amount filed as zero, left out of ratios. |
| PLAYBOY INC | 72814P109 | COM | 4 | $4 | dollars as filed | |
| THERAPEUTICSMD INC | 88338N206 | COM NEW | 2 | $1 | dollars as filed | |
| CARTESIAN THERAPEUTICS INC | 816212302 | COMMON STOCK | 350 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001921304-25-000003 | this filing | 2025-04-25 | acceptance time not in the bulk data set |