Skip to content
Disclosery

Yardley Wealth Management LLC: DFSD position timeline

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

Yardley Wealth Management LLC held 229,981 DFSD 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 229,981 shares
    Change vs previous 13F +21,546 shares

    4.99% of the 13F portfolio, value $10,981,579.

    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 208,435 shares
    Change vs previous 13F +13,743 shares

    5.11% of the 13F portfolio, value $9,979,859.

    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 194,692 shares
    Change vs previous 13F +17,560 shares

    4.96% of the 13F portfolio, value $9,335,473.

    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 177,132 shares
    Change vs previous 13F -8,664 shares

    4.77% of the 13F portfolio, value $8,536,012.

    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 185,796 shares
    Change vs previous 13F +640 shares

    4.88% of the 13F portfolio, value $8,920,000.

    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 185,156 shares
    Change vs previous 13F -20,748 shares

    5.18% of the 13F portfolio, value $8,799,000.

    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 205,904 shares
    Change vs previous 13F +30,650 shares

    4.7% of the 13F portfolio, value $9,677,000.

    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 175,254 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $8,367,000.

    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).