Smallwood Wealth Investment Management, LLC
Position in RCL — Royal Caribbean Cruises Ltd
CIK 1921304
RED BANK, NJ
Position in RCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$34,610
+$4,616 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,071
of 1,222 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $37,952 across 2 Travel Services names. RCL ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
This page
|
109 | $34,610 | |
| 2 | CCL |
Carnival Corp Ltd.
|
117 | $3,342 |
All Filings in RCL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,610 | 109 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $29,994 | 109 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $30,402 | 109 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $35,270 | 109 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $34,132 | 109 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $22,392 | 109 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||