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Yoder Wealth Management, Inc.: XYZ position timeline

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

Yoder Wealth Management, Inc. held 34,485 XYZ 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 34,485 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,620,860.

    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 34,485 shares
    Change vs previous 13F +135 shares

    0.95% of the 13F portfolio, value $2,075,307.

    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 34,350 shares
    Change vs previous 13F -1,500 shares

    1.02% of the 13F portfolio, value $2,235,841.

    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 35,850 shares
    Change vs previous 13F -3,000 shares

    1.23% of the 13F portfolio, value $2,590,879.

    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 38,850 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $2,639,081.

    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 38,850 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $2,110,721.

    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 38,850 shares
    Change vs previous 13F -838 shares

    1.82% of the 13F portfolio, value $3,301,862.

    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 39,688 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,664,255.

    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).