Smallwood Wealth Investment Management, LLC TXMD THERAPEUTICSMD INC

Ownership history in Smallwood Wealth Investment Management, LLC  ·  5 quarters on record

AI Ownership Summary

Smallwood Wealth Investment Management, LLC reported THERAPEUTICSMD INC (TXMD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows TXMD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TXMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Smallwood Wealth Investment Management, LLC's position in THERAPEUTICSMD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TXMD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Smallwood Wealth Investment Management, LLC held TXMD — position size vs. price
% of Fund (quarterly)    TXMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 2 0% 0.00% $4 2026-07-23 $2.06
2026 Q1 UNCHANGED 2 0% 0.00% $4 2026-04-22 $2.11
2025 Q4 UNCHANGED 2 0% 0.00% $3 2026-01-23 $2.61
2025 Q3 UNCHANGED 2 0% 0.00% $2 2025-10-17 $1.25
2025 Q1 INITIATED 2 0.00% $1 2025-04-25 $1.15

FAQ About Smallwood Wealth Investment Management, LLC and TXMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Smallwood Wealth Investment Management, LLC reported owning TXMD?

Smallwood Wealth Investment Management, LLC reported TXMD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported TXMD position in Smallwood Wealth Investment Management, LLC's portfolio?

The largest reported portfolio weight for TXMD was 0.00% in 2026 Q1.

What is the latest reported TXMD position on this page?

The most recent filing on this page is 2026 Q2, when Smallwood Wealth Investment Management, LLC reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $4.

What does the chart on this TXMD ownership page compare?

The chart compares Smallwood Wealth Investment Management, LLC's quarterly TXMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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