Smallwood Wealth Investment Management, LLC
Position in MA — Mastercard Inc
CIK 1921304
RED BANK, NJ
Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$94,502
+$67 QoQ
Shares Held
184
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,374
of 3,563 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $624,000 across 6 Credit Services names. MA ranks #3 (15.1% of the industry book) .
All Filings in MA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,502 | 184 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $94,435 | 189 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $107,896 | 189 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $107,505 | 189 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $106,206 | 189 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $103,594 | 189 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||