SK Wealth Management, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 7 quarters from 2024-09-30 to 2026-06-30, SK Wealth Management, LLC opened 2 positions, added to 5, reduced 3 and sold out of 3.
- Q3 2025: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 24,563.
- Q2 2025: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 25,814.
- Q1 2025: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 26,149.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1867958), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-03-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-09-30.
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