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Yukon Wealth Management, Inc.: ITOT position timeline

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

Yukon Wealth Management, Inc. held 52,024 ITOT 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 52,024 shares
    Change vs previous 13F +12,899 shares

    2.45% of the 13F portfolio, value $8,546,142.

    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 39,125 shares
    Change vs previous 13F +522 shares

    3.33% of the 13F portfolio, value $5,572,557.

    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 38,603 shares
    Change vs previous 13F -3,309 shares

    3.33% of the 13F portfolio, value $5,786,160.

    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 41,912 shares
    Change vs previous 13F +119 shares

    2% of the 13F portfolio, value $6,104,436.

    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 41,793 shares
    Change vs previous 13F +739 shares

    2.02% of the 13F portfolio, value $5,643,662.

    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 41,054 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $5,009,029.

    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).