Smallwood Wealth Investment Management, LLC
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 1921304
RED BANK, NJ
Position in BIPH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$986
+$20 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#338
of 350 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $1,088 across 2 Utilities - Diversified names. BIPH ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
This page
|
64 | $986 | |
| 2 | AES |
Aes Corp
|
7 | $102 |
All Filings in BIPH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986 | 64 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $966 | 64 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,042 | 64 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,082 | 64 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,015 | 64 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,054 | 64 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||