Yardley Wealth Management LLC

Business address
37 S. Main Street, Yardley, PA, 19067
Top securities (13F)
DFAU, AVDE, FRDM, DFNM, DFGX, DFIP, DFCF, DISV, DFSD, DFUS, DFAS, AVUV, AVLV, SPY, DFGR, AVGE, IWV, MUB, LMT, and EFA
State of incorporation
PA
Fiscal year end
31 December
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Yardley Wealth Management LLC has filed 6 SEC EDGAR filings since 08 Nov 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-24435
N-PX Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-24435
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-24435
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-24435
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-24435
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-24435