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 (FHLC). 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 | 95,236 | +7,826 | +9.0% | 3.22% | $7.1M | $74.28 |
| 2025 Q3 | ADDED | 87,410 | +7,083 | +8.8% | 2.77% | $5.8M | $66.62 |
| 2025 Q2 | ADDED | 80,327 | +3,880 | +5.1% | 2.68% | $5.1M | $63.47 |
| 2025 Q1 | ADDED | 76,447 | +15,460 | +25.3% | 2.94% | $5.2M | $67.53 |
| 2024 Q4 | ADDED | 60,987 | +7,798 | +14.7% | 2.20% | $4.0M | $64.36 |
| 2024 Q3 | ADDED | 53,189 | +5,135 | +10.7% | 2.33% | $3.9M | $71.41 |
| 2024 Q2 | ADDED | 48,054 | +1,946 | +4.2% | 2.13% | $3.3M | $67.06 |
| 2024 Q1 | ADDED | 46,108 | +776 | +1.7% | 2.10% | $3.2M | $67.96 |
| 2023 Q4 | ADDED | 45,332 | +3,724 | +9.0% | 2.07% | $2.9M | $62.80 |
| 2023 Q3 | ADDED | 41,608 | +3,970 | +10.5% | 2.08% | $2.5M | $58.60 |
As of 2025 Q4 — sorted by position size