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Smallwood Wealth Investment Management, LLC: ITOT position timeline

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

Smallwood Wealth Investment Management, LLC held 347,654 ITOT 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 347,654 shares
    Change vs previous 13F +5,137 shares

    24.95% of the 13F portfolio, value $57,109,137.

    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 342,517 shares
    Change vs previous 13F -3,237 shares

    25.71% of the 13F portfolio, value $48,784,808.

    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 345,754 shares
    Change vs previous 13F -28,120 shares

    26.91% of the 13F portfolio, value $51,410,265.

    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 373,874 shares
    Change vs previous 13F +12,739 shares

    27.98% of the 13F portfolio, value $54,454,861.

    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 361,135 shares
    Change vs previous 13F -2,423 shares

    27.83% of the 13F portfolio, value $48,767,775.

    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 363,558 shares
    Change vs previous 13F +10,575 shares

    27.93% of the 13F portfolio, value $44,357,780.

    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 352,983 shares
    Change vs previous 13F -1,985 shares

    31.3% of the 13F portfolio, value $45,400,729.

    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 354,968 shares
    Change vs previous 13F not available

    31.81% of the 13F portfolio, value $44,591,094.

    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).