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YARGER WEALTH STRATEGIES, LLC: JEPQ position timeline

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

YARGER WEALTH STRATEGIES, LLC held 18,233 JEPQ 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 18,233 shares
    Change vs previous 13F +4,641 shares

    0.4% of the 13F portfolio, value $1,103,288.

    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 13,592 shares
    Change vs previous 13F +65 shares

    0.31% of the 13F portfolio, value $754,649.

    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 13,527 shares
    Change vs previous 13F +3,865 shares

    0.34% of the 13F portfolio, value $786,215.

    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 9,662 shares
    Change vs previous 13F +148 shares

    0.25% of the 13F portfolio, value $555,780.

    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 9,514 shares
    Change vs previous 13F +1,557 shares

    0.27% of the 13F portfolio, value $517,562.

    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 7,957 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $412,027.

    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).