Smallwood Wealth Investment Management, LLC
Holdings in PMM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $56,430 | 9,000 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $54,360 | 9,000 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $53,820 | 9,000 | Shares | Sole | 2025-10-03 |
| 2025-03-31 | $55,170 | 9,000 | Shares | Sole | 2025-04-25 |
| 2023-12-31 | $71,780 | 11,806 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $64,578 | 11,806 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $71,898 | 11,806 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $72,370 | 11,806 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $74,141 | 11,806 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $66,585 | 11,806 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $78,155 | 11,806 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $83,468 | 11,806 | Shares | Sole | 2022-04-21 |