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Disclosery

Yardley Wealth Management LLC: DFNM position timeline

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

Yardley Wealth Management LLC held 328,185 DFNM 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 328,185 shares
    Change vs previous 13F +7,572 shares

    7.21% of the 13F portfolio, value $15,862,824.

    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 320,613 shares
    Change vs previous 13F +18,126 shares

    7.87% of the 13F portfolio, value $15,366,983.

    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 302,487 shares
    Change vs previous 13F +18,259 shares

    7.75% of the 13F portfolio, value $14,570,801.

    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 284,228 shares
    Change vs previous 13F +4,022 shares

    7.62% of the 13F portfolio, value $13,637,261.

    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 280,206 shares
    Change vs previous 13F -17,080 shares

    7.27% of the 13F portfolio, value $13,290,000.

    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 297,286 shares
    Change vs previous 13F -11,569 shares

    8.33% of the 13F portfolio, value $14,142,000.

    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 308,855 shares
    Change vs previous 13F +56,550 shares

    7.18% of the 13F portfolio, value $14,786,000.

    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 252,305 shares
    Change vs previous 13F not available

    7.26% of the 13F portfolio, value $12,247,000.

    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).