Smallwood Wealth Investment Management, LLC
CIK
0001921304
City
Red Bank
State / Country
NJ
Holdings in NXJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $194,112 | 15,357 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $191,957 | 15,468 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $175,561 | 15,468 | Shares | Sole | 2025-10-03 |
| 2025-03-31 | $182,058 | 15,468 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $188,245 | 15,468 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $201,702 | 15,468 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $188,864 | 15,468 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $186,853 | 15,468 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $182,213 | 15,468 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $163,651 | 15,468 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $177,670 | 15,490 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $181,387 | 15,490 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $163,737 | 14,490 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $159,534 | 14,490 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $215,301 | 17,101 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $327,475 | 24,475 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $325,210 | 21,145 | Shares | Sole | 2022-04-05 |