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Disclosery

Yardley Wealth Management LLC: DFGR position timeline

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

Yardley Wealth Management LLC held 113,791 DFGR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,791 shares
    Change vs previous 13F +5,911 shares

    1.5% of the 13F portfolio, value $3,296,512.

    13F-HR 0002044323-26-000003 filed by Yardley Wealth Management LLC
    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 107,880 shares
    Change vs previous 13F +10,918 shares

    1.47% of the 13F portfolio, value $2,867,445.

    13F-HR 0002044323-26-000002 filed by Yardley Wealth Management LLC
    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 96,962 shares
    Change vs previous 13F +6,160 shares

    1.36% of the 13F portfolio, value $2,561,733.

    13F-HR 0002044323-26-000001 filed by Yardley Wealth Management LLC
    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 90,802 shares
    Change vs previous 13F -6,162 shares

    1.39% of the 13F portfolio, value $2,479,799.

    13F-HR 0002044323-25-000007 filed by Yardley Wealth Management LLC
    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 96,964 shares
    Change vs previous 13F +15 shares

    1.42% of the 13F portfolio, value $2,602,000.

    13F-HR 0002044323-25-000004 filed by Yardley Wealth Management LLC
    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 96,949 shares
    Change vs previous 13F -13,851 shares

    1.5% of the 13F portfolio, value $2,546,000.

    13F-HR 0002044323-25-000003 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 110,800 shares
    Change vs previous 13F +18,389 shares

    1.4% of the 13F portfolio, value $2,886,000.

    13F-HR 0002044323-25-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 92,411 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,667,000.

    13F-HR 0002044323-24-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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