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Yukon Wealth Management, Inc.: SPYV position timeline

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

Yukon Wealth Management, Inc. held 68,523 SPYV 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 68,523 shares
    Change vs previous 13F +18,944 shares

    1.19% of the 13F portfolio, value $4,165,571.

    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 49,579 shares
    Change vs previous 13F -1,110 shares

    1.67% of the 13F portfolio, value $2,805,163.

    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 50,689 shares
    Change vs previous 13F -314 shares

    1.73% of the 13F portfolio, value $3,000,270.

    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 51,003 shares
    Change vs previous 13F +236 shares

    0.93% of the 13F portfolio, value $2,822,023.

    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 50,767 shares
    Change vs previous 13F -12,708 shares

    0.95% of the 13F portfolio, value $2,657,153.

    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 63,475 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,241,643.

    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).