Smallwood Wealth Investment Management, LLC
Position in SLB — Slb Limited/Nv
CIK 1921304
RED BANK, NJ
Position in SLB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$46,025
-$4,851 QoQ
Shares Held
990
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,446
of 1,687 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $48,910 across 2 Oil & Gas Equipment & Services names. SLB ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
This page
|
990 | $46,025 | |
| 2 | HAL |
Halliburton Co
|
85 | $2,885 |
All Filings in SLB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,025 | 990 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $50,876 | 990 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $40,606 | 1,058 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $36,329 | 1,057 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $36,537 | 1,081 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $44,140 | 1,056 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||