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Yukon Wealth Management, Inc.: IVE position timeline

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

Yukon Wealth Management, Inc. held 12,336 IVE 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 12,336 shares
    Change vs previous 13F +1,149 shares

    0.8% of the 13F portfolio, value $2,801,363.

    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 11,187 shares
    Change vs previous 13F +510 shares

    1.41% of the 13F portfolio, value $2,362,041.

    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 10,677 shares
    Change vs previous 13F +1,278 shares

    1.36% of the 13F portfolio, value $2,359,832.

    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 9,399 shares
    Change vs previous 13F -124 shares

    0.64% of the 13F portfolio, value $1,940,906.

    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 9,523 shares
    Change vs previous 13F +773 shares

    0.67% of the 13F portfolio, value $1,860,979.

    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 8,750 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,667,454.

    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).