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Smallwood Wealth Investment Management, LLC: AMJB position timeline

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

Smallwood Wealth Investment Management, LLC held 93,326 AMJB 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 93,326 shares
    Change vs previous 13F +1,424 shares

    1.41% of the 13F portfolio, value $3,218,813.

    13F-HR 0001921304-26-000004 filed by Smallwood Wealth Investment Management, LLC
    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 91,902 shares
    Change vs previous 13F -178 shares

    1.67% of the 13F portfolio, value $3,177,052.

    13F-HR 0001921304-26-000003 filed by Smallwood Wealth Investment Management, LLC
    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 92,080 shares
    Change vs previous 13F -2,821 shares

    1.44% of the 13F portfolio, value $2,754,112.

    13F-HR 0001921304-26-000002 filed by Smallwood Wealth Investment Management, LLC
    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 94,901 shares
    Change vs previous 13F +4,782 shares

    1.44% of the 13F portfolio, value $2,801,477.

    13F-HR 0001921304-25-000006 filed by Smallwood Wealth Investment Management, LLC
    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 90,119 shares
    Change vs previous 13F +2,455 shares

    1.56% of the 13F portfolio, value $2,727,000.

    13F-HR 0001921304-25-000005 filed by Smallwood Wealth Investment Management, LLC
    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 87,664 shares
    Change vs previous 13F +1,895 shares

    1.79% of the 13F portfolio, value $2,847,326.

    13F-HR 0001921304-25-000003 filed by Smallwood Wealth Investment Management, LLC
    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 85,769 shares
    Change vs previous 13F +22,568 shares

    1.75% of the 13F portfolio, value $2,531,043.

    13F-HR 0001667731-25-000047 filed by Smallwood Wealth Investment Management, LLC
    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 63,201 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,798,700.

    13F-HR 0001921304-24-000004 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).