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Yoder Wealth Management, Inc.: QUAL position timeline

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

Yoder Wealth Management, Inc. held 30,519 QUAL 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 30,519 shares
    Change vs previous 13F -1,517 shares

    2.59% of the 13F portfolio, value $6,632,984.

    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 32,036 shares
    Change vs previous 13F -3,663 shares

    2.78% of the 13F portfolio, value $6,103,121.

    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 35,699 shares
    Change vs previous 13F -6,076 shares

    3.21% of the 13F portfolio, value $7,043,383.

    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 41,775 shares
    Change vs previous 13F -2,955 shares

    3.82% of the 13F portfolio, value $8,081,382.

    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 44,730 shares
    Change vs previous 13F -1,033 shares

    4.24% of the 13F portfolio, value $8,143,027.

    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 45,763 shares
    Change vs previous 13F -552 shares

    4.39% of the 13F portfolio, value $7,795,471.

    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 46,315 shares
    Change vs previous 13F -443 shares

    4.54% of the 13F portfolio, value $8,217,055.

    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 46,758 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $8,352,013.

    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).