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Yukon Wealth Management, Inc.: IYR position timeline

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

Yukon Wealth Management, Inc. held 2,743 IYR 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 2,743 shares
    Change vs previous 13F -1 shares

    0.08% of the 13F portfolio, value $280,526.

    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 2,744 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $259,429.

    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 2,744 shares
    Change vs previous 13F -461 shares

    0.15% of the 13F portfolio, value $264,367.

    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 3,205 shares
    Change vs previous 13F -515 shares

    0.1% of the 13F portfolio, value $311,096.

    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 3,720 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $352,518.

    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 3,714 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $355,635.

    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).