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Yukon Wealth Management, Inc.: SPDW position timeline

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

Yukon Wealth Management, Inc. held 117,566 SPDW 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 117,566 shares
    Change vs previous 13F -7,195 shares

    1.7% of the 13F portfolio, value $5,924,151.

    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 124,761 shares
    Change vs previous 13F +1,950 shares

    3.4% of the 13F portfolio, value $5,695,340.

    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 122,811 shares
    Change vs previous 13F +7,979 shares

    3.36% of the 13F portfolio, value $5,827,382.

    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 114,832 shares
    Change vs previous 13F 0 shares

    1.61% of the 13F portfolio, value $4,913,661.

    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 114,832 shares
    Change vs previous 13F +19,408 shares

    1.66% of the 13F portfolio, value $4,649,548.

    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 95,424 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,474,388.

    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).