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 (FSTA). 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 | 44,636 | +8,281 | +22.8% | 1.00% | $2.2M | $48.92 |
| 2025 Q3 | ADDED | 36,355 | +2,288 | +6.7% | 0.86% | $1.8M | $49.26 |
| 2025 Q2 | ADDED | 34,067 | +1,102 | +3.3% | 0.91% | $1.7M | $50.28 |
| 2025 Q1 | ADDED | 32,965 | +2,175 | +7.1% | 0.95% | $1.7M | $49.97 |
| 2024 Q4 | ADDED | 30,790 | +3,322 | +12.1% | 0.84% | $1.5M | $48.04 |
| 2024 Q3 | ADDED | 27,468 | +2,145 | +8.5% | 0.84% | $1.4M | $49.34 |
| 2024 Q2 | ADDED | 25,323 | +1,453 | +6.1% | 0.78% | $1.2M | $45.57 |
| 2024 Q1 | ADDED | 23,870 | +1,944 | +8.9% | 0.74% | $1.1M | $45.47 |
| 2023 Q4 | ADDED | 21,926 | +1,681 | +8.3% | 0.69% | $979K | $42.40 |
| 2023 Q3 | ADDED | 20,245 | +901 | +4.7% | 0.71% | $862K | $40.11 |
As of 2025 Q4 — sorted by position size