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Yukon Wealth Management, Inc.: SPYG position timeline

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

Yukon Wealth Management, Inc. held 35,679 SPYG 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 35,679 shares
    Change vs previous 13F +7,754 shares

    1.22% of the 13F portfolio, value $4,245,444.

    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 27,925 shares
    Change vs previous 13F +1,093 shares

    1.63% of the 13F portfolio, value $2,734,137.

    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 26,832 shares
    Change vs previous 13F -2,241 shares

    1.61% of the 13F portfolio, value $2,790,260.

    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 29,073 shares
    Change vs previous 13F +42 shares

    1% of the 13F portfolio, value $3,038,437.

    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 29,031 shares
    Change vs previous 13F -7,318 shares

    0.99% of the 13F portfolio, value $2,767,245.

    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 36,349 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,921,378.

    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).