Block, Inc.
AT ˙ WBAG ˙ US8522341036
61,60 € ↑1,40 (2,33%)
2026-06-04
DEL PRIS
SecurityAT:SQU / Block, Inc.
InstitutionYoder Wealth Management, Inc.
Latest Disclosed Ownership34,485 shares
Latest Disclosed Value $ 2,075,307
Yoder Wealth Management, Inc. reports 0.39% increase in ownership of SQU / Block, Inc.

On April 22, 2026 - Yoder Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 34,485 shares of Block, Inc. (AT:SQU) valued at $1,749,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 34,350 shares of Block, Inc.. This represents a change in shares of 0.39% during the quarter. The current value of the position is $2,124,276 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F BLOCK CL A 852234103 34,485 135 0.39 2,075 -7.16 0.9461
2026-01-22 2025-12-31 13F BLOCK CL A 852234103 34,350 -1,500 -4.18 2,236 -13.71 1.0180
2025-10-22 2025-09-30 13F BLOCK CL A 852234103 35,850 -3,000 -7.72 2,591 -1.86 1.2260
2025-07-22 2025-06-30 13F BLOCK CL A 852234103 38,850 0 0.00 2,639 25.07 1.3755
2025-04-22 2025-03-31 13F BLOCK CL A 852234103 38,850 0 0.00 2,111 -36.08 1.1879
2025-01-24 2024-12-31 13F BLOCK CL A 852234103 38,850 -838 -2.11 3,302 23.91 1.8238
2024-10-23 2024-09-30 13F BLOCK CL A 852234103 39,688 145 0.37 2,664 4.47 1.6000
2024-07-23 2024-06-30 13F BLOCK CL A 852234103 39,543 0 0.00 2,550 -23.74 1.6511
2024-04-19 2024-03-31 13F BLOCK CL A 852234103 39,543 0 0.00 3,345 9.35 2.1823
2024-02-02 2023-12-31 13F BLOCK CL A 852234103 39,543 0 0.00 3,059 74.74 2.1582
2023-10-18 2023-09-30 13F BLOCK CL A 852234103 39,543 0 0.00 1,750 -33.51 1.4437
2023-08-04 2023-06-30 13F BLOCK CL A 852234103 39,543 0 0.00 2,632 -3.02 2.0735
2023-05-15 2023-03-31 13F BLOCK CL A 852234103 39,543 39,543 2,715 2.2563
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.