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Disclosery

Yukon Wealth Management, Inc.: HEFA position timeline

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

Yukon Wealth Management, Inc. held 4,551 HEFA 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 4,551 shares
    Change vs previous 13F -1,218 shares

    0.06% of the 13F portfolio, value $213,593.

    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 5,769 shares
    Change vs previous 13F -781 shares

    0.15% of the 13F portfolio, value $245,145.

    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 6,550 shares
    Change vs previous 13F -2,396 shares

    0.16% of the 13F portfolio, value $284,851.

    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 8,946 shares
    Change vs previous 13F -138 shares

    0.12% of the 13F portfolio, value $354,364.

    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 9,084 shares
    Change vs previous 13F +1,674 shares

    0.12% of the 13F portfolio, value $344,844.

    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 7,410 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $268,923.

    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).