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Yukon Wealth Management, Inc.: IUSB position timeline

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

Yukon Wealth Management, Inc. held 158,368 IUSB 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 158,368 shares
    Change vs previous 13F +2,361 shares

    2.09% of the 13F portfolio, value $7,308,692.

    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 156,007 shares
    Change vs previous 13F -656 shares

    4.3% of the 13F portfolio, value $7,205,960.

    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 156,663 shares
    Change vs previous 13F +3,440 shares

    4.19% of the 13F portfolio, value $7,276,983.

    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 153,223 shares
    Change vs previous 13F -2,523 shares

    2.35% of the 13F portfolio, value $7,157,024.

    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 155,746 shares
    Change vs previous 13F +2,350 shares

    2.58% of the 13F portfolio, value $7,200,126.

    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 153,396 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $7,068,497.

    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).