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Yoder Wealth Management, Inc.: TLT position timeline

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

Yoder Wealth Management, Inc. held 32,912 TLT 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 32,912 shares
    Change vs previous 13F -245 shares

    1.11% of the 13F portfolio, value $2,844,255.

    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 33,157 shares
    Change vs previous 13F +3,730 shares

    1.31% of the 13F portfolio, value $2,874,380.

    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 29,427 shares
    Change vs previous 13F -440 shares

    1.17% of the 13F portfolio, value $2,564,857.

    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 29,867 shares
    Change vs previous 13F +109 shares

    1.26% of the 13F portfolio, value $2,669,214.

    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 29,758 shares
    Change vs previous 13F -2,685 shares

    1.37% of the 13F portfolio, value $2,626,144.

    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 32,443 shares
    Change vs previous 13F +50 shares

    1.66% of the 13F portfolio, value $2,953,286.

    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 32,393 shares
    Change vs previous 13F -1,333 shares

    1.56% of the 13F portfolio, value $2,828,881.

    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 33,726 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $3,308,521.

    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).