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Yukon Wealth Management, Inc.: VIG position timeline

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

Yukon Wealth Management, Inc. held 53,209 VIG 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 53,209 shares
    Change vs previous 13F +18,773 shares

    3.6% of the 13F portfolio, value $12,590,612.

    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 34,436 shares
    Change vs previous 13F +458 shares

    4.42% of the 13F portfolio, value $7,405,826.

    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 33,978 shares
    Change vs previous 13F -17,503 shares

    4.44% of the 13F portfolio, value $7,697,484.

    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 51,481 shares
    Change vs previous 13F +2,531 shares

    3.64% of the 13F portfolio, value $11,108,996.

    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 48,950 shares
    Change vs previous 13F +9,432 shares

    3.58% of the 13F portfolio, value $10,018,650.

    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 39,518 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $7,666,131.

    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).