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Disclosery

Yardley Wealth Management LLC: FRDM position timeline

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

Yardley Wealth Management LLC held 242,657 FRDM 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 242,657 shares
    Change vs previous 13F -32,860 shares

    8.04% of the 13F portfolio, value $17,689,711.

    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 275,517 shares
    Change vs previous 13F -28,997 shares

    7.72% of the 13F portfolio, value $15,057,001.

    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 304,514 shares
    Change vs previous 13F -23,144 shares

    8.3% of the 13F portfolio, value $15,612,430.

    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 327,658 shares
    Change vs previous 13F -32,367 shares

    8.11% of the 13F portfolio, value $14,518,532.

    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 360,025 shares
    Change vs previous 13F -6,007 shares

    7.95% of the 13F portfolio, value $14,545,000.

    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 366,032 shares
    Change vs previous 13F -51,641 shares

    7.56% of the 13F portfolio, value $12,830,000.

    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 417,673 shares
    Change vs previous 13F +73,645 shares

    6.72% of the 13F portfolio, value $13,835,000.

    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 344,028 shares
    Change vs previous 13F not available

    7.3% of the 13F portfolio, value $12,309,000.

    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).