SK Wealth Management, LLC: CGIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SK Wealth Management, LLC on CGIC, newest first. How the timeline and the estimate are built.
SK Wealth Management, LLC held 886,486 CGIC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 886,486 sharesChange vs previous 13F +365,746 shares
7.33% of the 13F portfolio, value $32,551,770.
13F-HR 0001867958-26-000006 filed by SK Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 520,740 sharesChange vs previous 13F +104,643 shares
4.84% of the 13F portfolio, value $17,450,009.
13F-HR 0001867958-26-000005 filed by SK Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 416,097 sharesChange vs previous 13F +386,677 shares
4.06% of the 13F portfolio, value $14,580,029.
13F-HR 0001867958-26-000001 filed by SK Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,420 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $909,669.
13F-HR 0001867958-25-000006 filed by SK Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).