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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

  1. period ended2026-06-30
    13F 352,860 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 352,469 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 89,997 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 66,202 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 62,075 shares
    Change 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), ingested

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