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SK Wealth Management, LLC: LVHI position timeline

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

SK Wealth Management, LLC held 406,952 LVHI 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 406,952 shares
    Change vs previous 13F -1,354 shares

    3.94% of the 13F portfolio, value $17,478,578.

    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 408,306 shares
    Change vs previous 13F +612 shares

    4.64% of the 13F portfolio, value $16,724,201.

    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 407,694 shares
    Change vs previous 13F -35,888 shares

    4.37% of the 13F portfolio, value $15,675,837.

    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 443,582 shares
    Change vs previous 13F +17,064 shares

    5.83% of the 13F portfolio, value $15,636,274.

    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 426,518 shares
    Change vs previous 13F +11,187 shares

    6.15% of the 13F portfolio, value $14,179,594.

    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 415,331 shares
    Change vs previous 13F +8,715 shares

    6.79% of the 13F portfolio, value $12,659,289.

    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 406,616 shares
    Change vs previous 13F +1,247 shares

    6.32% of the 13F portfolio, value $12,409,932.

    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 405,369 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $12,302,960.

    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).