YARGER WEALTH STRATEGIES, LLC: CAT position timeline

YARGER WEALTH STRATEGIES, LLC held 672 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 672 shares

   Change vs previous 13F +20 shares

   0.23% of the 13F portfolio, value $639,768.

   13F-HR 0001951757-26-001012 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 652 shares

   Change vs previous 13F -4 shares

   0.19% of the 13F portfolio, value $462,194.

   13F-HR 0001951757-26-000844 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 656 shares

   Change vs previous 13F +7 shares

   0.16% of the 13F portfolio, value $375,804.

   13F-HR 0001951757-26-000273 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 649 shares

   Change vs previous 13F +21 shares

   0.14% of the 13F portfolio, value $309,894.

   13F-HR 0001951757-25-001237 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 628 shares

   Change vs previous 13F +628 shares

   0.13% of the 13F portfolio, value $243,702.

   13F-HR 0001951757-25-000965 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -578 shares

   13F-HR 0001951757-25-000374 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-12-31

   13F 578 shares

   Change vs previous 13F +14 shares

   0.12% of the 13F portfolio, value $209,779.

   13F-HR 0001951757-25-000032 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 564 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $220,439.

   13F-HR 0001951757-24-000976 filed by YARGER WEALTH STRATEGIES, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).