SK Wealth Management, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SK Wealth Management, LLC on DSI, newest first. How the timeline and the estimate are built.
SK Wealth Management, LLC held 4,289 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,289 sharesChange vs previous 13F +8 shares
0.14% of the 13F portfolio, value $630,571.
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 4,281 sharesChange vs previous 13F +2 shares
0.15% of the 13F portfolio, value $525,809.
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 4,279 sharesChange vs previous 13F -515 shares
0.16% of the 13F portfolio, value $561,767.
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 4,794 sharesChange vs previous 13F +524 shares
0.23% of the 13F portfolio, value $608,476.
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 4,270 sharesChange vs previous 13F +9 shares
0.22% of the 13F portfolio, value $501,486.
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).
- period ended2025-03-3113F 4,261 sharesChange vs previous 13F +10 shares
0.22% of the 13F portfolio, value $401,633.
13F-HR 0001867958-25-000003 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 ended2024-12-3113F 4,251 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $468,648.
13F-HR 0001867958-25-000002 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 ended2024-09-3013F 4,251 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $476,384.
13F-HR 0001867958-24-000002 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).