Back to FRHC
Smallwood Wealth Investment Management, LLC → FRHC
Smallwood Wealth Investment Management, LLC FRHC Position History
Freedom Holdings Corp. • Financial Services
Quarters held
4
Latest value
$7.5M
Q3 2026
Peak value
$8.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6M |
| Q1 2026 | $6.3M |
| Q2 2026 | $8.5M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 106.8K | — | — |
| Q2 2026 | $8.5M | 116.3K | — | — |
| Q1 2026 | $6.3M | 115.8K | — | — |
| Q4 2025 | $6M | 116.5K | — | — |