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Disclosery

Yardley Wealth Management LLC: DFIP position timeline

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

Yardley Wealth Management LLC held 315,060 DFIP 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 315,060 shares
    Change vs previous 13F +26,935 shares

    5.9% of the 13F portfolio, value $12,997,789.

    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 288,125 shares
    Change vs previous 13F +18,102 shares

    6.16% of the 13F portfolio, value $12,020,582.

    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 270,023 shares
    Change vs previous 13F +31,495 shares

    5.96% of the 13F portfolio, value $11,220,814.

    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 238,528 shares
    Change vs previous 13F -11,758 shares

    5.63% of the 13F portfolio, value $10,073,022.

    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 250,286 shares
    Change vs previous 13F +8,885 shares

    5.72% of the 13F portfolio, value $10,464,000.

    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 241,401 shares
    Change vs previous 13F -32,103 shares

    5.99% of the 13F portfolio, value $10,166,000.

    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 273,504 shares
    Change vs previous 13F +37,990 shares

    5.41% of the 13F portfolio, value $11,137,000.

    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 235,514 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $9,958,000.

    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).