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Smallwood Wealth Investment Management, LLC: GUNR position timeline

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

Smallwood Wealth Investment Management, LLC held 52,035 GUNR 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 52,035 shares
    Change vs previous 13F +611 shares

    1.12% of the 13F portfolio, value $2,564,316.

    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 51,424 shares
    Change vs previous 13F -2,908 shares

    1.49% of the 13F portfolio, value $2,836,583.

    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 54,332 shares
    Change vs previous 13F -3,564 shares

    1.3% of the 13F portfolio, value $2,491,151.

    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 57,896 shares
    Change vs previous 13F +2,116 shares

    1.3% of the 13F portfolio, value $2,534,692.

    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 55,780 shares
    Change vs previous 13F +1,298 shares

    1.28% of the 13F portfolio, value $2,237,340.

    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 54,482 shares
    Change vs previous 13F +1,439 shares

    1.33% of the 13F portfolio, value $2,114,448.

    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 53,043 shares
    Change vs previous 13F +20,769 shares

    1.33% of the 13F portfolio, value $1,928,632.

    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 32,274 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,331,295.

    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).