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Yukon Wealth Management, Inc.: EFG position timeline

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

Yukon Wealth Management, Inc. held 36,705 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,705 shares
    Change vs previous 13F +1,897 shares

    1.31% of the 13F portfolio, value $4,566,912.

    13F-HR 0002065849-26-000008 filed by Yukon Wealth Management, Inc.
    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 34,808 shares
    Change vs previous 13F -1,422 shares

    2.31% of the 13F portfolio, value $3,876,614.

    13F-HR 0002065849-26-000004 filed by Yukon Wealth Management, Inc.
    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 36,230 shares
    Change vs previous 13F -2,455 shares

    2.46% of the 13F portfolio, value $4,275,126.

    13F-HR 0002065849-26-000002 filed by Yukon Wealth Management, Inc.
    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 38,685 shares
    Change vs previous 13F -1,219 shares

    1.44% of the 13F portfolio, value $4,405,493.

    13F-HR 0002065849-25-000003 filed by Yukon Wealth Management, Inc.
    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 39,904 shares
    Change vs previous 13F +173 shares

    1.6% of the 13F portfolio, value $4,469,293.

    13F-HR 0001085146-25-004421 filed by Yukon Wealth Management, Inc.
    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 39,731 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,973,121.

    13F-HR 0001085146-25-002388 filed by Yukon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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