Smallwood Wealth Investment Management, LLC
CIK 1921304 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Smallwood Wealth Investment Management, LLC.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Jul 23, 2026 | 13F-HR | 0001921304-26-000004 |
| Jul 23, 2026 | N-PX | 0001921304-26-000005 |
| Apr 22, 2026 | 13F-HR | 0001921304-26-000003 |
| Jan 23, 2026 | 13F-HR | 0001921304-26-000002 |
| Oct 17, 2025 | 13F-HR | 0001921304-25-000006 |
| Oct 3, 2025 | 13F-HR | 0001921304-25-000005 |
| Jul 23, 2025 | N-PX | 0001921304-25-000004 |
| Apr 25, 2025 | 13F-HR | 0001921304-25-000003 |
| Jan 17, 2025 | 13F-HR | 0001667731-25-000047 |
| Oct 16, 2024 | 13F-HR | 0001921304-24-000004 |
| Jul 30, 2024 | N-PX | 0001667731-24-000343 |
| Jul 26, 2024 | 13F-HR | 0001921304-24-000003 |
| Apr 25, 2024 | 13F-HR | 0001921304-24-000002 |
| Jan 23, 2024 | 13F-HR | 0001921304-24-000001 |
| Oct 31, 2023 | 13F-HR | 0001921304-23-000004 |
| Jul 17, 2023 | 13F-HR | 0001921304-23-000003 |
| Apr 25, 2023 | 13F-HR | 0001921304-23-000002 |
| Feb 14, 2023 | 13F-HR | 0001921304-23-000001 |
| Nov 14, 2022 | 13F-HR | 0001921304-22-000004 |
| Aug 8, 2022 | 13F-HR | 0001921304-22-000003 |
| Apr 21, 2022 | 13F-HR | 0001921304-22-000002 |
| Apr 5, 2022 | 13F-HR | 0001921304-22-000001 |