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Yoder Wealth Management, Inc.: DFAE position timeline

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

Yoder Wealth Management, Inc. held 64,258 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,258 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $2,583,814.

    13F-HR 0001214659-26-008830 filed by Yoder Wealth Management, Inc.
    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 64,258 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,175,776.

    13F-HR 0001214659-26-004910 filed by Yoder Wealth Management, Inc.
    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 64,258 shares
    Change vs previous 13F -440 shares

    0.95% of the 13F portfolio, value $2,092,883.

    13F-HR 0001214659-26-000741 filed by Yoder Wealth Management, Inc.
    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 64,698 shares
    Change vs previous 13F -820 shares

    0.97% of the 13F portfolio, value $2,039,928.

    13F-HR 0001214659-25-015191 filed by Yoder Wealth Management, Inc.
    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 65,518 shares
    Change vs previous 13F -1,142 shares

    0.99% of the 13F portfolio, value $1,896,746.

    13F-HR 0001214659-25-010721 filed by Yoder Wealth Management, Inc.
    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 66,660 shares
    Change vs previous 13F -2,315 shares

    0.97% of the 13F portfolio, value $1,725,827.

    13F-HR 0001214659-25-006230 filed by Yoder Wealth Management, Inc.
    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 68,975 shares
    Change vs previous 13F +1,045 shares

    0.97% of the 13F portfolio, value $1,749,896.

    13F-HR 0001214659-25-001277 filed by Yoder Wealth Management, Inc.
    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 67,930 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,861,961.

    13F-HR 0001214659-24-017832 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).