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Yukon Wealth Management, Inc.: SCHD position timeline

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

Yukon Wealth Management, Inc. held 492,325 SCHD 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 492,325 shares
    Change vs previous 13F +166,134 shares

    4.47% of the 13F portfolio, value $15,611,640.

    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 326,191 shares
    Change vs previous 13F -13,475 shares

    5.97% of the 13F portfolio, value $10,007,529.

    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 339,666 shares
    Change vs previous 13F -186,750 shares

    6.07% of the 13F portfolio, value $10,533,033.

    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 526,416 shares
    Change vs previous 13F +40,813 shares

    4.71% of the 13F portfolio, value $14,371,167.

    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 485,603 shares
    Change vs previous 13F +42,268 shares

    4.6% of the 13F portfolio, value $12,868,474.

    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 443,335 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $12,395,635.

    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).