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YARGER WEALTH STRATEGIES, LLC: JAAA position timeline

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

YARGER WEALTH STRATEGIES, LLC held 155,371 JAAA 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 155,371 shares
    Change vs previous 13F -1,230 shares

    2.82% of the 13F portfolio, value $7,853,991.

    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 156,601 shares
    Change vs previous 13F +28,273 shares

    3.2% of the 13F portfolio, value $7,888,010.

    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 128,328 shares
    Change vs previous 13F +6,697 shares

    2.79% of the 13F portfolio, value $6,490,811.

    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 121,631 shares
    Change vs previous 13F +11,792 shares

    2.83% of the 13F portfolio, value $6,176,399.

    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 109,839 shares
    Change vs previous 13F -12,331 shares

    2.91% of the 13F portfolio, value $5,574,340.

    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 122,170 shares
    Change vs previous 13F -7,460 shares

    3.61% of the 13F portfolio, value $6,195,242.

    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 129,630 shares
    Change vs previous 13F -216,747 shares

    3.79% of the 13F portfolio, value $6,573,558.

    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 346,377 shares
    Change vs previous 13F not available

    9.75% of the 13F portfolio, value $17,623,662.

    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).