Skip to content
Disclosery

SK Wealth Management, LLC: CWB position timeline

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

SK Wealth Management, LLC held 8,361 CWB 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 8,361 shares
    Change vs previous 13F -1,146 shares

    0.2% of the 13F portfolio, value $866,257.

    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 9,507 shares
    Change vs previous 13F -313 shares

    0.25% of the 13F portfolio, value $886,268.

    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 9,820 shares
    Change vs previous 13F -243 shares

    0.26% of the 13F portfolio, value $931,148.

    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 10,063 shares
    Change vs previous 13F -330 shares

    0.35% of the 13F portfolio, value $931,920.

    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 10,393 shares
    Change vs previous 13F -1,186 shares

    0.38% of the 13F portfolio, value $867,423.

    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 11,579 shares
    Change vs previous 13F -68 shares

    0.46% of the 13F portfolio, value $855,886.

    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 11,647 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $907,182.

    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 11,647 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $916,966.

    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).