Skip to content
Disclosery

Smallwood Wealth Investment Management, LLC: CGGO position timeline

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

Smallwood Wealth Investment Management, LLC held 117,463 CGGO 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 117,463 shares
    Change vs previous 13F +1,880 shares

    2.17% of the 13F portfolio, value $4,972,232.

    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 115,583 shares
    Change vs previous 13F -338 shares

    2.03% of the 13F portfolio, value $3,857,023.

    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 115,921 shares
    Change vs previous 13F -5,999 shares

    2.1% of the 13F portfolio, value $4,016,682.

    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 121,920 shares
    Change vs previous 13F +4,868 shares

    2.14% of the 13F portfolio, value $4,166,013.

    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 117,052 shares
    Change vs previous 13F +5,111 shares

    2.14% of the 13F portfolio, value $3,742,171.

    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 111,941 shares
    Change vs previous 13F +4,420 shares

    2% of the 13F portfolio, value $3,171,305.

    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 107,521 shares
    Change vs previous 13F +1,173 shares

    2.17% of the 13F portfolio, value $3,141,752.

    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 106,348 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,206,402.

    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).