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Yoder Wealth Management, Inc.: XSOE position timeline

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

Yoder Wealth Management, Inc. held 55,515 XSOE 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 55,515 shares
    Change vs previous 13F -16 shares

    1.06% of the 13F portfolio, value $2,713,444.

    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 55,531 shares
    Change vs previous 13F -265 shares

    1.01% of the 13F portfolio, value $2,217,273.

    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 55,796 shares
    Change vs previous 13F -520 shares

    0.99% of the 13F portfolio, value $2,168,504.

    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 56,316 shares
    Change vs previous 13F -1,420 shares

    1.01% of the 13F portfolio, value $2,128,837.

    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 57,736 shares
    Change vs previous 13F -1,455 shares

    1.03% of the 13F portfolio, value $1,985,713.

    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 59,191 shares
    Change vs previous 13F -1,640 shares

    1.03% of the 13F portfolio, value $1,825,090.

    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 60,831 shares
    Change vs previous 13F -1,297 shares

    1.02% of the 13F portfolio, value $1,852,305.

    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 62,128 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,048,224.

    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).