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SK Wealth Management, LLC: DWMF position timeline

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

SK Wealth Management, LLC held 6,637 DWMF 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 6,637 shares
    Change vs previous 13F +111 shares

    0.05% of the 13F portfolio, value $227,413.

    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 6,526 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $223,268.

    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 6,543 shares
    Change vs previous 13F -35,022 shares

    0.06% of the 13F portfolio, value $220,742.

    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 41,565 shares
    Change vs previous 13F -6,283 shares

    0.49% of the 13F portfolio, value $1,318,455.

    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 47,848 shares
    Change vs previous 13F +36,231 shares

    0.65% of the 13F portfolio, value $1,507,500.

    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 11,617 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $343,566.

    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).