Smallwood Wealth Investment Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Smallwood Wealth Investment Management going back to April 5, 2022
- Smallwood Wealth Investment Management 2026 Q1 - filed April 22, 2026 - new!
- Smallwood Wealth Investment Management 2025 Q4 - filed Jan. 23, 2026
- Smallwood Wealth Investment Management 2025 Q3 - filed Oct. 17, 2025
- Smallwood Wealth Investment Management 2025 Q2 - filed Oct. 3, 2025
- Smallwood Wealth Investment Management 2025 Q1 - filed April 25, 2025
- Smallwood Wealth Investment Management 2024 Q4 - filed Jan. 17, 2025
- Smallwood Wealth Investment Management 2024 Q3 - filed Oct. 16, 2024
- Smallwood Wealth Investment Management 2024 Q2 - filed July 26, 2024
- Smallwood Wealth Investment Management 2024 Q1 - filed April 25, 2024
- Smallwood Wealth Investment Management 2023 Q4 - filed Jan. 23, 2024
- Smallwood Wealth Investment Management 2023 Q3 - filed Oct. 31, 2023
- Smallwood Wealth Investment Management 2023 Q2 - filed July 17, 2023
- Smallwood Wealth Investment Management 2023 Q1 - filed April 25, 2023
- Smallwood Wealth Investment Management 2022 Q4 - filed Feb. 14, 2023
- Smallwood Wealth Investment Management 2022 Q3 - filed Nov. 14, 2022
- Smallwood Wealth Investment Management 2022 Q2 - filed Aug. 8, 2022
- Smallwood Wealth Investment Management 2022 Q1 - filed April 21, 2022
- Smallwood Wealth Investment Management 2021 Q4 - filed April 5, 2022