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Disclosery

SK Wealth Management, LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SK Wealth Management, LLC on CGDV, newest first. How the timeline and the estimate are built.

SK Wealth Management, LLC held 1,058,693 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,058,693 shares
    Change vs previous 13F +114,417 shares

    12.21% of the 13F portfolio, value $54,215,691.

    13F-HR 0001867958-26-000006 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 944,276 shares
    Change vs previous 13F +62,657 shares

    11.25% of the 13F portfolio, value $40,547,198.

    13F-HR 0001867958-26-000005 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 881,619 shares
    Change vs previous 13F +749,442 shares

    11.07% of the 13F portfolio, value $39,708,129.

    13F-HR 0001867958-26-000001 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 132,177 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $5,599,011.

    13F-HR 0001867958-25-000006 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).