Smallwood Wealth Investment Management, LLC
Position in TDOC — Teladoc Health, Inc.
CIK 1921304
RED BANK, NJ
Position in TDOC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$84
+$30 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 347 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $2,690 across 2 Health Information Services names. TDOC ranks #2 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
45 | $2,606 | |
| 2 | TDOC |
Teladoc Health, Inc.
This page
|
10 | $84 |
All Filings in TDOC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84 | 10 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $54 | 10 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $70 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $77 | 10 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $87 | 10 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $79 | 10 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||