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Disclosery

Yukon Wealth Management, Inc.: IDV position timeline

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

Yukon Wealth Management, Inc. held 27,914 IDV 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 27,914 shares
    Change vs previous 13F +353 shares

    0.33% of the 13F portfolio, value $1,156,488.

    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 27,561 shares
    Change vs previous 13F +2,110 shares

    0.7% of the 13F portfolio, value $1,172,986.

    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 25,451 shares
    Change vs previous 13F +267 shares

    0.63% of the 13F portfolio, value $1,091,594.

    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 25,184 shares
    Change vs previous 13F +193 shares

    0.3% of the 13F portfolio, value $920,482.

    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 24,991 shares
    Change vs previous 13F +340 shares

    0.31% of the 13F portfolio, value $862,435.

    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 24,651 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $764,666.

    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).