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 (FTEC). 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 | 86,643 | +17,388 | +25.1% | 8.86% | $19.5M | $224.67 |
| 2025 Q3 | ADDED | 69,255 | +9,228 | +15.4% | 7.28% | $15.4M | $221.90 |
| 2025 Q2 | ADDED | 60,027 | +3,647 | +6.5% | 6.17% | $11.8M | $196.78 |
| 2025 Q1 | ADDED | 56,380 | +7,652 | +15.7% | 5.12% | $9.1M | $160.71 |
| 2024 Q4 | ADDED | 48,728 | +10,618 | +27.9% | 4.98% | $9.0M | $183.98 |
| 2024 Q3 | ADDED | 38,110 | +6,568 | +20.8% | 3.99% | $6.7M | $173.45 |
| 2024 Q2 | ADDED | 31,542 | +3,097 | +10.9% | 3.50% | $5.4M | $170.27 |
| 2024 Q1 | ADDED | 28,445 | +880 | +3.2% | 2.89% | $4.4M | $154.50 |
| 2023 Q4 | ADDED | 27,565 | +1,259 | +4.8% | 2.79% | $4.0M | $142.19 |
| 2023 Q3 | ADDED | 26,306 | +391 | +1.5% | 2.67% | $3.2M | $121.32 |
As of 2025 Q4 — sorted by position size