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Smallwood Wealth Investment Management, LLC: MMIT position timeline

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

Smallwood Wealth Investment Management, LLC held 182,366 MMIT 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 182,366 shares
    Change vs previous 13F +17,557 shares

    1.94% of the 13F portfolio, value $4,440,612.

    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 164,809 shares
    Change vs previous 13F +2,365 shares

    2.09% of the 13F portfolio, value $3,972,721.

    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 162,444 shares
    Change vs previous 13F +29,619 shares

    2.07% of the 13F portfolio, value $3,952,262.

    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 132,825 shares
    Change vs previous 13F +23,021 shares

    1.66% of the 13F portfolio, value $3,227,647.

    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 109,804 shares
    Change vs previous 13F +11,491 shares

    1.49% of the 13F portfolio, value $2,618,825.

    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 98,313 shares
    Change vs previous 13F +12,262 shares

    1.48% of the 13F portfolio, value $2,356,562.

    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 86,051 shares
    Change vs previous 13F +45,095 shares

    1.42% of the 13F portfolio, value $2,066,085.

    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 40,956 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,007,518.

    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).