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Smallwood Wealth Investment Management, LLC: RZV position timeline

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

Smallwood Wealth Investment Management, LLC held 16,764 RZV 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 16,764 shares
    Change vs previous 13F +970 shares

    1.09% of the 13F portfolio, value $2,498,843.

    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 15,794 shares
    Change vs previous 13F +355 shares

    1.04% of the 13F portfolio, value $1,964,830.

    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 15,439 shares
    Change vs previous 13F +28 shares

    0.96% of the 13F portfolio, value $1,836,056.

    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 15,411 shares
    Change vs previous 13F +1,800 shares

    0.93% of the 13F portfolio, value $1,819,105.

    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 13,611 shares
    Change vs previous 13F +2,313 shares

    0.81% of the 13F portfolio, value $1,425,974.

    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 11,298 shares
    Change vs previous 13F +2,027 shares

    0.7% of the 13F portfolio, value $1,116,807.

    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 9,271 shares
    Change vs previous 13F +2,755 shares

    0.71% of the 13F portfolio, value $1,032,476.

    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 6,516 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $712,500.

    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).