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CIK 0001973967 • 6 13F filings • Apr 22, 2025 – Jul 22, 2026
Import this data to Google Sheets with:
=jivedata("yoder-wealth-management-inc-0001973967-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001214659-25-015191 |
| $211.3M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008830 | $255.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010721 | $191.9M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004910 | $219.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006230 | $177.7M | View |