Timothy G. Youngquist 2020 Irrevocable Trust
All 13F Filings
- Location
- Fort Myers, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 529,675
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 70 | 529,675 | 13F-HR | Timothy G. Youngquist 2020 Irrevocable Trust |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
25.27 K
(4.8% of total reported value)
· QoQ Δ:
+13.43 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109 K | 21.6% | 0 | 46.81 K | -46.81 K |
| ETFs | 395.4 K | 78.4% | 53.03 K | 0 | 53.03 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
529,675
Holdings
70
QoQ value change ($000)
19,641
(3.9%)
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.