Smallwood Wealth Investment Management’s LAVA Therapeutics LVTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-26
Closed -$40 531
2025
Q3
$40 Buy
+26
New +$39 ﹤0.01% 510

Smallwood Wealth Investment Management's LVTX Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of LAVA Therapeutics (LVTX) in Q4 2025, closing a stake of 26 shares — an estimated $40 sold.

Smallwood Wealth Investment Management first reported a position in LVTX in Q3 2025 and held it in 1 quarter. The position peaked at $40 in Q3 2025. 0 funds tracked by Wall St. Rank hold LVTX as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining LAVA Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 26 LAVA Therapeutics shares in Q4 2025, an estimated $40.
  • Smallwood Wealth Investment Management first reported a position in LAVA Therapeutics in Q3 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's LAVA Therapeutics position peaked at $40 in Q3 2025.
  • 0 funds tracked by Wall St. Rank held LAVA Therapeutics as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.