Timothy G. Youngquist 2020 Irrevocable Trust
All 13F Filings
- Location
- Fort Myers, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 510,034
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 115 | 510,034 | 13F-HR | Timothy G. Youngquist 2020 Irrevocable Trust |
| Q1 2026 | 8/7/2026 | 446 | 231,908 | 13F-HR | Timothy G. Youngquist 2020 Irrevocable Trust |
| Q4 2025 | 8/7/2026 | 53 | 136,561 | 13F-HR | Timothy G. Youngquist 2020 Irrevocable Trust |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
11.84 K
(2.3% of total reported value)
· QoQ Δ:
-15.32 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 155.8 K | 31.3% | 0 | 10.24 K | -10.24 K |
| ETFs | 342.4 K | 68.7% | 303.7 K | 0 | 303.7 K |
| Other | 0 | 0.0% | 0 | 8 | -8 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
510,034
Holdings
115
QoQ value change ($000)
278,126
(119.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.