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Disclosery

SK Wealth Management, LLC: CGMS position timeline

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

SK Wealth Management, LLC held 75,907 CGMS 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 75,907 shares
    Change vs previous 13F -12,561 shares

    0.46% of the 13F portfolio, value $2,056,334.

    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 88,468 shares
    Change vs previous 13F -1,298 shares

    0.67% of the 13F portfolio, value $2,420,483.

    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 89,766 shares
    Change vs previous 13F +39,341 shares

    0.7% of the 13F portfolio, value $2,492,796.

    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 50,425 shares
    Change vs previous 13F +5,496 shares

    0.52% of the 13F portfolio, value $1,397,785.

    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).

  5. period ended2025-06-30
    13F 44,929 shares
    Change vs previous 13F +5,810 shares

    0.54% of the 13F portfolio, value $1,239,578.

    13F-HR 0001867958-25-000004 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).

  6. period ended2025-03-31
    13F 39,119 shares
    Change vs previous 13F +7,021 shares

    0.56% of the 13F portfolio, value $1,043,312.

    13F-HR 0001867958-25-000003 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).

  7. period ended2024-12-31
    13F 32,098 shares
    Change vs previous 13F +51 shares

    0.45% of the 13F portfolio, value $875,646.

    13F-HR 0001867958-25-000002 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).

  8. period ended2024-09-30
    13F 32,047 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $871,050.

    13F-HR 0001867958-24-000002 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).