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Disclosery

SK Wealth Management, LLC: SPYM position timeline

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

SK Wealth Management, LLC held 186,676 SPYM 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 186,676 shares
    Change vs previous 13F +89,717 shares

    3.83% of the 13F portfolio, value $16,987,495.

    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 96,959 shares
    Change vs previous 13F +7,619 shares

    2.09% of the 13F portfolio, value $7,520,175.

    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 89,340 shares
    Change vs previous 13F +40,969 shares

    2.03% of the 13F portfolio, value $7,294,578.

    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 48,371 shares
    Change vs previous 13F +17,683 shares

    1.42% of the 13F portfolio, value $3,819,371.

    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 30,688 shares
    Change vs previous 13F +4,508 shares

    0.98% of the 13F portfolio, value $2,252,804.

    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 26,180 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,582,843.

    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).