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Yukon Wealth Management, Inc.: QUAL position timeline

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

Yukon Wealth Management, Inc. held 10,829 QUAL 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 10,829 shares
    Change vs previous 13F -2,158 shares

    0.68% of the 13F portfolio, value $2,376,402.

    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 12,987 shares
    Change vs previous 13F -538 shares

    1.49% of the 13F portfolio, value $2,491,014.

    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 13,525 shares
    Change vs previous 13F +782 shares

    1.57% of the 13F portfolio, value $2,727,007.

    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 12,743 shares
    Change vs previous 13F -193 shares

    0.81% of the 13F portfolio, value $2,478,433.

    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 12,936 shares
    Change vs previous 13F +952 shares

    0.85% of the 13F portfolio, value $2,364,878.

    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 11,984 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,047,931.

    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).