Smallwood Wealth Investment Management, LLC

Position in AAL — American Airlines Group Inc.

CIK 1921304 RED BANK, NJ

Position in AAL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,391

+$565 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#515

of 572 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $116,212 across 4 Airlines names. AAL ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	790	$107,432
2	LUV	Southwest Airlines Co	100	$5,142
3	DAL	Delta Air Lines, Inc.	24	$2,247
4	AAL	American Airlines Group Inc. This page	77	$1,391

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,391	77	0.0%	Shares	Sole	2026-07-23
2026-03-31	$826	77	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,180	77	-96.3%	Shares	Sole	2026-01-23
2025-09-30	$23,345	2,077	0.0%	Shares	Sole	2025-10-17
2025-06-30	$23,303	2,077	0.0%	Shares	Sole	2025-10-03
2025-03-31	$21,912	2,077	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.