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YARGER WEALTH STRATEGIES, LLC: HTAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YARGER WEALTH STRATEGIES, LLC on HTAB, newest first. How the timeline and the estimate are built.

YARGER WEALTH STRATEGIES, LLC held 480,097 HTAB 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 480,097 shares
    Change vs previous 13F +2,426 shares

    3.29% of the 13F portfolio, value $9,169,858.

    13F-HR 0001951757-26-001012 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 477,671 shares
    Change vs previous 13F +18,948 shares

    3.68% of the 13F portfolio, value $9,075,753.

    13F-HR 0001951757-26-000844 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 458,723 shares
    Change vs previous 13F -7,320 shares

    3.78% of the 13F portfolio, value $8,784,543.

    13F-HR 0001951757-26-000273 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 466,043 shares
    Change vs previous 13F -3,233 shares

    4.09% of the 13F portfolio, value $8,915,411.

    13F-HR 0001951757-25-001237 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 469,276 shares
    Change vs previous 13F -13,145 shares

    4.59% of the 13F portfolio, value $8,780,158.

    13F-HR 0001951757-25-000965 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 482,421 shares
    Change vs previous 13F +311 shares

    5.39% of the 13F portfolio, value $9,248,018.

    13F-HR 0001951757-25-000374 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 482,110 shares
    Change vs previous 13F +28,571 shares

    5.38% of the 13F portfolio, value $9,333,651.

    13F-HR 0001951757-25-000032 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 453,539 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $8,984,610.

    13F-HR 0001951757-24-000976 filed by YARGER WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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