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YARGER WEALTH STRATEGIES, LLC: JPM position timeline

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

YARGER WEALTH STRATEGIES, LLC held 12,858 JPM 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 12,858 shares
    Change vs previous 13F -488 shares

    1.55% of the 13F portfolio, value $4,326,210.

    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 13,346 shares
    Change vs previous 13F +822 shares

    1.59% of the 13F portfolio, value $3,925,755.

    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 12,524 shares
    Change vs previous 13F +2,499 shares

    1.73% of the 13F portfolio, value $4,035,605.

    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 10,025 shares
    Change vs previous 13F -8 shares

    1.45% of the 13F portfolio, value $3,162,091.

    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 10,033 shares
    Change vs previous 13F +1,961 shares

    1.52% of the 13F portfolio, value $2,908,590.

    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 8,072 shares
    Change vs previous 13F -1,740 shares

    1.15% of the 13F portfolio, value $1,980,145.

    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 9,812 shares
    Change vs previous 13F +364 shares

    1.36% of the 13F portfolio, value $2,351,948.

    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 9,448 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,992,281.

    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).