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YARGER WEALTH STRATEGIES, LLC: JMTG position timeline

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

YARGER WEALTH STRATEGIES, LLC held 14,905 JMTG 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 14,905 shares
    Change vs previous 13F -6,815 shares

    0.27% of the 13F portfolio, value $750,297.

    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 21,720 shares
    Change vs previous 13F -4,078 shares

    0.45% of the 13F portfolio, value $1,107,703.

    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 25,798 shares
    Change vs previous 13F -4,018 shares

    0.57% of the 13F portfolio, value $1,317,268.

    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 29,816 shares
    Change vs previous 13F -4,896 shares

    0.7% of the 13F portfolio, value $1,520,606.

    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 34,712 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,742,195.

    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).