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Yoder Wealth Management, Inc.: IBTL position timeline

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

Yoder Wealth Management, Inc. held 226,174 IBTL 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 226,174 shares
    Change vs previous 13F +2,540 shares

    1.78% of the 13F portfolio, value $4,566,453.

    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 223,634 shares
    Change vs previous 13F +7,098 shares

    2.08% of the 13F portfolio, value $4,561,888.

    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 216,536 shares
    Change vs previous 13F -4,430 shares

    2.02% of the 13F portfolio, value $4,444,401.

    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 220,966 shares
    Change vs previous 13F +16,475 shares

    2.15% of the 13F portfolio, value $4,545,271.

    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 204,491 shares
    Change vs previous 13F +34,255 shares

    2.18% of the 13F portfolio, value $4,192,066.

    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 170,236 shares
    Change vs previous 13F +21,115 shares

    1.95% of the 13F portfolio, value $3,460,898.

    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 149,121 shares
    Change vs previous 13F +42,340 shares

    1.63% of the 13F portfolio, value $2,952,596.

    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 106,781 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,223,180.

    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).