Smallwood Wealth Investment Management, LLC
Position in AEM — Agnico Eagle Mines Ltd
CIK 1921304
RED BANK, NJ
Position in AEM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$620
-$1,206 QoQ
Shares Held
4
-55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,046
of 1,051 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $332,288 across 4 Gold names. AEM ranks #3 (0.2% of the industry book) .
All Filings in AEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620 | 4 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,826 | 9 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,525 | 9 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $674 | 4 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||