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Smallwood Wealth Investment Management, LLC: FRDM position timeline

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

Smallwood Wealth Investment Management, LLC held 116,318 FRDM 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 116,318 shares
    Change vs previous 13F +558 shares

    3.7% of the 13F portfolio, value $8,479,641.

    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 115,760 shares
    Change vs previous 13F -785 shares

    3.33% of the 13F portfolio, value $6,326,321.

    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 116,545 shares
    Change vs previous 13F -6,651 shares

    3.13% of the 13F portfolio, value $5,975,297.

    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 123,196 shares
    Change vs previous 13F +4,487 shares

    2.8% of the 13F portfolio, value $5,458,819.

    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 118,709 shares
    Change vs previous 13F +4,825 shares

    2.74% of the 13F portfolio, value $4,795,847.

    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 113,884 shares
    Change vs previous 13F +4,008 shares

    2.51% of the 13F portfolio, value $3,991,917.

    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 109,876 shares
    Change vs previous 13F +6,389 shares

    2.48% of the 13F portfolio, value $3,590,735.

    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 103,487 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $3,702,778.

    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).