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Smallwood Wealth Investment Management, LLC: PULS position timeline

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

Smallwood Wealth Investment Management, LLC held 140,180 PULS 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 140,180 shares
    Change vs previous 13F +29,058 shares

    3.03% of the 13F portfolio, value $6,945,919.

    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 111,122 shares
    Change vs previous 13F +17,768 shares

    2.9% of the 13F portfolio, value $5,500,539.

    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 93,354 shares
    Change vs previous 13F -9,787 shares

    2.42% of the 13F portfolio, value $4,629,424.

    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 103,141 shares
    Change vs previous 13F +9,452 shares

    2.64% of the 13F portfolio, value $5,139,516.

    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 93,689 shares
    Change vs previous 13F -4,808 shares

    2.66% of the 13F portfolio, value $4,661,964.

    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 98,497 shares
    Change vs previous 13F +7,332 shares

    3.08% of the 13F portfolio, value $4,898,255.

    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 91,165 shares
    Change vs previous 13F -14,791 shares

    3.11% of the 13F portfolio, value $4,517,226.

    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 105,956 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $5,274,490.

    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).