Skip to content
Disclosery

Yoder Wealth Management, Inc.: IBTM position timeline

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

Yoder Wealth Management, Inc. held 216,814 IBTM 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 216,814 shares
    Change vs previous 13F +61,484 shares

    1.92% of the 13F portfolio, value $4,920,594.

    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 155,330 shares
    Change vs previous 13F +54,950 shares

    1.62% of the 13F portfolio, value $3,561,779.

    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 100,380 shares
    Change vs previous 13F +32,158 shares

    1.05% of the 13F portfolio, value $2,316,268.

    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 68,222 shares
    Change vs previous 13F +15,940 shares

    0.75% of the 13F portfolio, value $1,577,975.

    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 52,282 shares
    Change vs previous 13F +16,380 shares

    0.63% of the 13F portfolio, value $1,204,054.

    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 35,902 shares
    Change vs previous 13F -700 shares

    0.46% of the 13F portfolio, value $821,797.

    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 36,602 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $812,564.

    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).