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Yoder Wealth Management, Inc.: USFR position timeline

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

Yoder Wealth Management, Inc. held 132,652 USFR 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 132,652 shares
    Change vs previous 13F +36,729 shares

    2.61% of the 13F portfolio, value $6,679,019.

    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 95,923 shares
    Change vs previous 13F +3,115 shares

    2.2% of the 13F portfolio, value $4,828,744.

    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 92,808 shares
    Change vs previous 13F -13,398 shares

    2.13% of the 13F portfolio, value $4,670,103.

    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 106,206 shares
    Change vs previous 13F +12,431 shares

    2.53% of the 13F portfolio, value $5,338,956.

    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 93,775 shares
    Change vs previous 13F -25,603 shares

    2.46% of the 13F portfolio, value $4,717,815.

    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 119,378 shares
    Change vs previous 13F -2,278 shares

    3.38% of the 13F portfolio, value $6,008,281.

    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 121,656 shares
    Change vs previous 13F -10,249 shares

    3.38% of the 13F portfolio, value $6,121,740.

    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 131,905 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $6,624,251.

    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).