Smallwood Wealth Investment Management, LLC
Position in TR — Tootsie Roll Industries Inc
CIK 1921304
RED BANK, NJ
Position in TR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$553
-$45 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 230 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $616,028 across 2 Confectioners names. TR ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDLZ |
Mondelez International, Inc.
|
10,641 | $615,475 | |
| 2 | TR |
Tootsie Roll Industries Inc
This page
|
14 | $553 |
All Filings in TR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553 | 14 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $598 | 14 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $512 | 14 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $586 | 14 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $468 | 14 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $377 | 12 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||