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Disclosery

Timothy G. Youngquist 2020 Irrevocable Trust: SPXL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Timothy G. Youngquist 2020 Irrevocable Trust on SPXL, newest first. How the timeline and the estimate are built.

Timothy G. Youngquist 2020 Irrevocable Trust held 37,846 SPXL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,846 shares
    Change vs previous 13F 0 shares

    2.11% of the 13F portfolio, value $10,638,511.

    13F-HR 0002109159-26-000008 filed by Timothy G. Youngquist 2020 Irrevocable Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,846 shares
    Change vs previous 13F +37,846 shares

    2.06% of the 13F portfolio, value $10,243,777.

    13F-HR 0002109159-26-000006 filed by Timothy G. Youngquist 2020 Irrevocable Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -19,634 shares

    13F-HR 0002109159-26-000005 filed by Timothy G. Youngquist 2020 Irrevocable Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 19,634 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $4,331,457.

    13F-HR 0002109159-26-000004 filed by Timothy G. Youngquist 2020 Irrevocable Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).