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Yoder Wealth Management, Inc.: FDIS position timeline

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

Yoder Wealth Management, Inc. held 66,536 FDIS 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 66,536 shares
    Change vs previous 13F +7,017 shares

    2.67% of the 13F portfolio, value $6,842,562.

    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 59,519 shares
    Change vs previous 13F +7,637 shares

    2.53% of the 13F portfolio, value $5,550,742.

    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 51,882 shares
    Change vs previous 13F +7,174 shares

    2.41% of the 13F portfolio, value $5,300,265.

    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 44,708 shares
    Change vs previous 13F +2,521 shares

    2.18% of the 13F portfolio, value $4,599,112.

    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 42,187 shares
    Change vs previous 13F +828 shares

    2.07% of the 13F portfolio, value $3,968,531.

    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 41,359 shares
    Change vs previous 13F +1,525 shares

    1.97% of the 13F portfolio, value $3,495,249.

    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 39,834 shares
    Change vs previous 13F +1,811 shares

    2.14% of the 13F portfolio, value $3,882,222.

    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 38,023 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,362,754.

    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).