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YARGER WEALTH STRATEGIES, LLC: JBND position timeline

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

YARGER WEALTH STRATEGIES, LLC held 107,548 JBND 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 107,548 shares
    Change vs previous 13F -15,919 shares

    2.05% of the 13F portfolio, value $5,702,181.

    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 123,467 shares
    Change vs previous 13F -97,111 shares

    2.69% of the 13F portfolio, value $6,638,815.

    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 220,578 shares
    Change vs previous 13F +126,795 shares

    5.13% of the 13F portfolio, value $11,926,635.

    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 93,783 shares
    Change vs previous 13F +1,278 shares

    2.33% of the 13F portfolio, value $5,079,290.

    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 92,505 shares
    Change vs previous 13F -5,850 shares

    2.59% of the 13F portfolio, value $4,957,347.

    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 98,355 shares
    Change vs previous 13F -5,046 shares

    3.07% of the 13F portfolio, value $5,263,969.

    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 103,401 shares
    Change vs previous 13F -48,635 shares

    3.12% of the 13F portfolio, value $5,402,694.

    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 152,036 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $8,308,784.

    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).