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Smallwood Wealth Investment Management, LLC: DWM position timeline

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

Smallwood Wealth Investment Management, LLC held 59,018 DWM 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 59,018 shares
    Change vs previous 13F +1,409 shares

    1.89% of the 13F portfolio, value $4,320,968.

    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 57,609 shares
    Change vs previous 13F +226 shares

    2.12% of the 13F portfolio, value $4,026,367.

    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 57,383 shares
    Change vs previous 13F -3,405 shares

    2.07% of the 13F portfolio, value $3,945,691.

    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 60,788 shares
    Change vs previous 13F +2,372 shares

    2.07% of the 13F portfolio, value $4,025,286.

    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 58,416 shares
    Change vs previous 13F +2,279 shares

    2.12% of the 13F portfolio, value $3,712,952.

    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 56,137 shares
    Change vs previous 13F +2,483 shares

    2.06% of the 13F portfolio, value $3,264,654.

    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 53,654 shares
    Change vs previous 13F +1,957 shares

    1.95% of the 13F portfolio, value $2,827,307.

    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 51,697 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,975,510.

    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).