Ownership history in Yoder Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in FIDELITY COVINGTON TRUST (FENY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 121,884 | +10,443 | +9.4% | 1.37% | $3.0M | $24.63 |
| 2025 Q3 | ADDED | 111,441 | +3,590 | +3.3% | 1.30% | $2.8M | $24.39 |
| 2025 Q2 | ADDED | 107,851 | +2,893 | +2.8% | 1.32% | $2.5M | $22.96 |
| 2025 Q1 | ADDED | 104,958 | +2,960 | +2.9% | 1.51% | $2.7M | $24.79 |
| 2024 Q4 | ADDED | 101,998 | +6,127 | +6.4% | 1.34% | $2.4M | $22.96 |
| 2024 Q3 | ADDED | 95,871 | +4,514 | +4.9% | 1.39% | $2.3M | $23.03 |
| 2024 Q2 | ADDED | 91,357 | +4,957 | +5.7% | 1.48% | $2.3M | $23.79 |
| 2024 Q1 | ADDED | 86,400 | +13,127 | +17.9% | 1.46% | $2.2M | $24.35 |
| 2023 Q4 | ADDED | 73,273 | +2,586 | +3.7% | 1.19% | $1.7M | $21.54 |
| 2023 Q3 | REDUCED | 70,687 | -5 | -0.0% | 1.45% | $1.8M | $23.08 |
As of 2025 Q4 — sorted by position size