Smallwood Wealth Investment Management, LLC
Position in SOBO — South Bow Corp
CIK 1921304
RED BANK, NJ
Position in SOBO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,418
+$186 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 301 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOBO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $197,514 across 7 Oil & Gas Midstream names. SOBO ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
2,868 | $91,689 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
1,151 | $42,310 | |
| 3 | TNCAF |
Tc Energy Corp
|
485 | $32,150 | |
| 4 | ET |
Energy Transfer LP
|
863 | $16,500 | |
| 5 | DTM |
DT Midstream, Inc.
|
71 | $10,418 | |
| 6 | SOBO |
South Bow Corp
This page
|
97 | $3,418 | |
| 7 | ENB |
Enbridge Inc
|
19 | $1,029 |
All Filings in SOBO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,418 | 97 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,232 | 97 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,664 | 97 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,744 | 97 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,513 | 97 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $2,475 | 97 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||