13F

Position

Yoder Wealth Management, Inc. in Realty Income Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $25.7K$56.37$61.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.35K$301.6K0.1%
Q1 20265.78K$353.6K$61.18$25.7K$26.2K0.2%