YARGER WEALTH STRATEGIES, LLC: JEPI position timeline

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

YARGER WEALTH STRATEGIES, LLC held 0 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -8,437 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 8,437 shares
Change vs previous 13F +8,437 shares
0.28% of the 13F portfolio, value $482,072.
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).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -3,439 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 3,439 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $204,672.
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).