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Yardley Wealth Management LLC: DFGX position timeline

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

Yardley Wealth Management LLC held 252,993 DFGX 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 252,993 shares
    Change vs previous 13F +20,131 shares

    6.16% of the 13F portfolio, value $13,559,117.

    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 232,862 shares
    Change vs previous 13F +23,175 shares

    6.26% of the 13F portfolio, value $12,213,745.

    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 209,687 shares
    Change vs previous 13F +21,655 shares

    5.87% of the 13F portfolio, value $11,036,893.

    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 188,032 shares
    Change vs previous 13F -4,888 shares

    5.67% of the 13F portfolio, value $10,146,207.

    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 192,920 shares
    Change vs previous 13F +6,222 shares

    5.63% of the 13F portfolio, value $10,294,000.

    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 186,698 shares
    Change vs previous 13F -32,556 shares

    5.75% of the 13F portfolio, value $9,755,000.

    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 219,254 shares
    Change vs previous 13F +39,318 shares

    5.6% of the 13F portfolio, value $11,530,000.

    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 179,936 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $9,736,000.

    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).