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Yoder Wealth Management, Inc.: FNDX position timeline

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

Yoder Wealth Management, Inc. held 49,722 FNDX 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 49,722 shares
    Change vs previous 13F -6,662 shares

    0.6% of the 13F portfolio, value $1,546,354.

    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 56,384 shares
    Change vs previous 13F -7,817 shares

    0.72% of the 13F portfolio, value $1,570,294.

    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 64,201 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,746,909.

    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 64,201 shares
    Change vs previous 13F -3,515 shares

    0.8% of the 13F portfolio, value $1,688,486.

    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 67,716 shares
    Change vs previous 13F -1,631 shares

    0.87% of the 13F portfolio, value $1,661,751.

    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 69,347 shares
    Change vs previous 13F -2,020 shares

    0.92% of the 13F portfolio, value $1,637,283.

    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 71,367 shares
    Change vs previous 13F +47,458 shares

    0.93% of the 13F portfolio, value $1,689,971.

    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 23,909 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,715,710.

    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).