Smallwood Wealth Investment Management, LLC
Position in ILMN — Illumina, Inc.
CIK 1921304
RED BANK, NJ
Position in ILMN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,637
+$789 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#869
of 932 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ILMN Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $81,543 across 4 Diagnostics & Research names. ILMN ranks #3 (3.2% of the industry book) .
All Filings in ILMN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,637 | 15 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,848 | 15 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,967 | 15 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,424 | 15 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,431 | 15 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,190 | 15 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||