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Disclosery

SK Wealth Management, LLC: CSRE position timeline

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

SK Wealth Management, LLC held 311,247 CSRE 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 311,247 shares
    Change vs previous 13F +42,432 shares

    2.01% of the 13F portfolio, value $8,924,998.

    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 268,815 shares
    Change vs previous 13F +8,224 shares

    2.01% of the 13F portfolio, value $7,239,185.

    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 260,591 shares
    Change vs previous 13F +126,570 shares

    1.9% of the 13F portfolio, value $6,817,068.

    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 134,021 shares
    Change vs previous 13F +23,139 shares

    1.28% of the 13F portfolio, value $3,428,931.

    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 110,882 shares
    Change vs previous 13F +63,207 shares

    1.24% of the 13F portfolio, value $2,864,085.

    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 47,675 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,155,393.

    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).