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Disclosery

SK Wealth Management, LLC: RWJ position timeline

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

SK Wealth Management, LLC held 14,690 RWJ 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 14,690 shares
    Change vs previous 13F -1,481 shares

    0.2% of the 13F portfolio, value $903,367.

    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 16,171 shares
    Change vs previous 13F -1,446 shares

    0.23% of the 13F portfolio, value $825,827.

    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 17,617 shares
    Change vs previous 13F -77,664 shares

    0.26% of the 13F portfolio, value $917,999.

    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 95,281 shares
    Change vs previous 13F -26,475 shares

    1.7% of the 13F portfolio, value $4,557,277.

    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 121,756 shares
    Change vs previous 13F -35,154 shares

    2.39% of the 13F portfolio, value $5,513,123.

    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 156,910 shares
    Change vs previous 13F -28,994 shares

    3.07% of the 13F portfolio, value $5,724,087.

    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 185,904 shares
    Change vs previous 13F -49 shares

    4.33% of the 13F portfolio, value $8,506,945.

    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 185,953 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $8,518,485.

    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).