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Disclosery

Yardley Wealth Management LLC: DFUS position timeline

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

Yardley Wealth Management LLC held 117,898 DFUS 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 117,898 shares
    Change vs previous 13F +2,480 shares

    4.39% of the 13F portfolio, value $9,660,600.

    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 115,418 shares
    Change vs previous 13F +6,242 shares

    4.19% of the 13F portfolio, value $8,184,256.

    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 109,176 shares
    Change vs previous 13F -942 shares

    4.3% of the 13F portfolio, value $8,097,605.

    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 110,118 shares
    Change vs previous 13F -10,099 shares

    4.46% of the 13F portfolio, value $7,976,933.

    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 120,217 shares
    Change vs previous 13F +2,548 shares

    4.41% of the 13F portfolio, value $8,057,000.

    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 117,669 shares
    Change vs previous 13F -18,038 shares

    4.19% of the 13F portfolio, value $7,117,000.

    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 135,707 shares
    Change vs previous 13F +19,467 shares

    4.19% of the 13F portfolio, value $8,623,000.

    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 116,240 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $7,230,000.

    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).