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SK Wealth Management, LLC: DCRE position timeline

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

SK Wealth Management, LLC held 4,978 DCRE 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 4,978 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $256,536.

    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 4,881 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $252,730.

    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 4,843 shares
    Change vs previous 13F +56 shares

    0.07% of the 13F portfolio, value $252,666.

    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 4,787 shares
    Change vs previous 13F +59 shares

    0.09% of the 13F portfolio, value $248,492.

    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 4,728 shares
    Change vs previous 13F +57 shares

    0.11% of the 13F portfolio, value $244,860.

    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 4,671 shares
    Change vs previous 13F +57 shares

    0.13% of the 13F portfolio, value $241,411.

    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 4,614 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $237,456.

    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 4,592 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $235,845.

    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).