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
- period ended2026-06-3013F 68,523 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,579 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,689 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,767 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 63,475 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).