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Smallwood Wealth Investment Management, LLC: RWR position timeline

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

Smallwood Wealth Investment Management, LLC held 17,627 RWR 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 17,627 shares
    Change vs previous 13F +574 shares

    0.87% of the 13F portfolio, value $1,991,375.

    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 17,053 shares
    Change vs previous 13F -1,160 shares

    0.91% of the 13F portfolio, value $1,721,888.

    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 18,213 shares
    Change vs previous 13F -696 shares

    0.94% of the 13F portfolio, value $1,789,133.

    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 18,909 shares
    Change vs previous 13F +690 shares

    0.97% of the 13F portfolio, value $1,896,424.

    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 18,219 shares
    Change vs previous 13F +314 shares

    1% of the 13F portfolio, value $1,757,079.

    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 17,905 shares
    Change vs previous 13F +411 shares

    1.12% of the 13F portfolio, value $1,774,830.

    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 17,494 shares
    Change vs previous 13F +6,329 shares

    1.19% of the 13F portfolio, value $1,729,504.

    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 11,165 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,191,630.

    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).