Skip to content
Disclosery

SK Wealth Management, LLC: CGMU position timeline

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

SK Wealth Management, LLC held 49,033 CGMU 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 49,033 shares
    Change vs previous 13F -2,679 shares

    0.3% of the 13F portfolio, value $1,330,274.

    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 51,712 shares
    Change vs previous 13F -2,307 shares

    0.39% of the 13F portfolio, value $1,408,646.

    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 54,019 shares
    Change vs previous 13F +4,825 shares

    0.42% of the 13F portfolio, value $1,492,017.

    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 49,194 shares
    Change vs previous 13F +24,414 shares

    0.5% of the 13F portfolio, value $1,342,999.

    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 24,780 shares
    Change vs previous 13F -731 shares

    0.29% of the 13F portfolio, value $662,878.

    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 25,511 shares
    Change vs previous 13F +475 shares

    0.36% of the 13F portfolio, value $671,182.

    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 25,036 shares
    Change vs previous 13F +215 shares

    0.34% of the 13F portfolio, value $673,982.

    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 24,821 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $666,953.

    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).