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Yoder Wealth Management, Inc.: IBTK position timeline

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

Yoder Wealth Management, Inc. held 49,002 IBTK 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 49,002 shares
    Change vs previous 13F +250 shares

    0.37% of the 13F portfolio, value $957,499.

    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 48,752 shares
    Change vs previous 13F +8,300 shares

    0.44% of the 13F portfolio, value $961,389.

    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 40,452 shares
    Change vs previous 13F +150 shares

    0.37% of the 13F portfolio, value $802,770.

    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 40,302 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $801,002.

    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 40,302 shares
    Change vs previous 13F +1,250 shares

    0.42% of the 13F portfolio, value $799,592.

    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 39,052 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $767,762.

    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 39,052 shares
    Change vs previous 13F +2,500 shares

    0.41% of the 13F portfolio, value $749,521.

    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 36,552 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $732,685.

    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).