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Yukon Wealth Management, Inc.: IYW position timeline

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

Yukon Wealth Management, Inc. held 5,152 IYW 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 5,152 shares
    Change vs previous 13F -512 shares

    0.37% of the 13F portfolio, value $1,299,716.

    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 5,664 shares
    Change vs previous 13F -210 shares

    0.61% of the 13F portfolio, value $1,027,563.

    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 5,874 shares
    Change vs previous 13F -1,080 shares

    0.64% of the 13F portfolio, value $1,118,315.

    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 6,954 shares
    Change vs previous 13F -169 shares

    0.45% of the 13F portfolio, value $1,361,997.

    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 7,123 shares
    Change vs previous 13F +241 shares

    0.44% of the 13F portfolio, value $1,234,203.

    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 6,882 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $966,570.

    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).