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SK Wealth Management, LLC: LI position timeline

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

SK Wealth Management, LLC held 0 LI shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -45,500 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 45,500 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,074,255.

    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).

  3. period ended2025-06-30
    13F 45,500 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,236,690.

    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).

  4. period ended2025-03-31
    13F 45,500 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,056,055.

    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).

  5. period ended2024-12-31
    13F 45,500 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,091,545.

    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).

  6. period ended2024-09-30
    13F 45,500 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,159,795.

    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).