Smallwood Wealth Investment Management, LLC
Holdings in FSCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $414,036 | 65,720 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $454,125 | 65,720 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $477,127 | 65,720 | Shares | Sole | 2025-10-03 |
| 2025-03-31 | $463,326 | 65,720 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $448,210 | 65,720 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $450,913 | 71,010 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $451,403 | 70,864 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $419,079 | 70,671 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $411,483 | 72,572 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $392,554 | 72,427 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $343,315 | 72,277 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $148,402 | 33,424 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $127,697 | 27,112 | Shares | Sole | 2023-02-14 |