Smallwood Wealth Investment Management, LLC
Position in JLL — Jones Lang Lasalle Inc
CIK 1921304
RED BANK, NJ
Position in JLL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$197,438
-$50,887 QoQ
Shares Held
637
-21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#499
of 657 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $197,720 across 3 Real Estate Services names. JLL ranks #1 (99.9% of the industry book) .
All Filings in JLL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,438 | 637 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $248,325 | 816 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $274,559 | 816 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $243,396 | 816 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $208,716 | 816 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $202,294 | 816 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $206,562 | 816 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $220,164 | 816 | Shares | Sole | 2024-10-16 | |
| 2022-03-31 | $213,119 | 890 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $239,712 | 890 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||