Skip to content
Disclosery

Yoder Wealth Management, Inc.: DFUS position timeline

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

Yoder Wealth Management, Inc. held 30,354 DFUS 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 30,354 shares
    Change vs previous 13F +204 shares

    0.97% of the 13F portfolio, value $2,487,207.

    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 30,150 shares
    Change vs previous 13F +21 shares

    0.97% of the 13F portfolio, value $2,137,937.

    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 30,129 shares
    Change vs previous 13F -633 shares

    1.02% of the 13F portfolio, value $2,234,668.

    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 30,762 shares
    Change vs previous 13F -788 shares

    1.05% of the 13F portfolio, value $2,228,399.

    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 31,550 shares
    Change vs previous 13F -728 shares

    1.1% of the 13F portfolio, value $2,114,481.

    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 32,278 shares
    Change vs previous 13F -620 shares

    1.1% of the 13F portfolio, value $1,952,173.

    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 32,898 shares
    Change vs previous 13F -59 shares

    1.16% of the 13F portfolio, value $2,097,248.

    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 32,957 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,049,925.

    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).