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Disclosery

SK Wealth Management, LLC: XSOE position timeline

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

SK Wealth Management, LLC held 77,358 XSOE 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 77,358 shares
    Change vs previous 13F -1,699 shares

    0.81% of the 13F portfolio, value $3,590,197.

    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 79,057 shares
    Change vs previous 13F -802 shares

    0.88% of the 13F portfolio, value $3,182,826.

    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 79,859 shares
    Change vs previous 13F -8,641 shares

    0.95% of the 13F portfolio, value $3,392,393.

    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 88,500 shares
    Change vs previous 13F -3,309 shares

    1.27% of the 13F portfolio, value $3,396,641.

    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 91,809 shares
    Change vs previous 13F +54 shares

    1.37% of the 13F portfolio, value $3,167,427.

    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 91,755 shares
    Change vs previous 13F -8,050 shares

    1.47% of the 13F portfolio, value $2,735,206.

    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 99,805 shares
    Change vs previous 13F +387 shares

    1.55% of the 13F portfolio, value $3,042,072.

    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 99,418 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,064,072.

    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).