Yukon Wealth Management, Inc.: XLY position timeline

Yukon Wealth Management, Inc. held 5,418 XLY 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 5,418 shares

   Change vs previous 13F +5,418 shares

   0.18% of the 13F portfolio, value $635,479.

   13F-HR 0002065849-26-000008 filed by Yukon Wealth Management, Inc.
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,693 shares

   13F-HR 0002065849-26-000002 filed by Yukon Wealth Management, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 2,693 shares

   Change vs previous 13F +4 shares

   0.21% of the 13F portfolio, value $645,448.

   13F-HR 0002065849-25-000003 filed by Yukon Wealth Management, Inc.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 2,689 shares

   Change vs previous 13F +6 shares

   0.21% of the 13F portfolio, value $584,319.

   13F-HR 0001085146-25-004421 filed by Yukon Wealth Management, Inc.
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 2,683 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $529,794.

   13F-HR 0001085146-25-002388 filed by Yukon Wealth Management, Inc.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).