SK Wealth Management, LLC: CSPF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SK Wealth Management, LLC on CSPF, newest first. How the timeline and the estimate are built.
SK Wealth Management, LLC held 352,860 CSPF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 352,860 sharesChange vs previous 13F +391 shares
2.07% of the 13F portfolio, value $9,179,647.
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 352,469 sharesChange vs previous 13F +262,472 shares
2.52% of the 13F portfolio, value $9,067,256.
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 89,997 sharesChange vs previous 13F +23,795 shares
0.66% of the 13F portfolio, value $2,358,303.
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 66,202 sharesChange vs previous 13F +4,127 shares
0.64% of the 13F portfolio, value $1,721,582.
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).
- period ended2025-06-3013F 62,075 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $1,588,817.
13F-HR 0001867958-25-000004 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).