YARGER WEALTH STRATEGIES, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YARGER WEALTH STRATEGIES, LLC on MSFT, newest first. How the timeline and the estimate are built.
YARGER WEALTH STRATEGIES, LLC held 6,986 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,986 sharesChange vs previous 13F +574 shares
0.97% of the 13F portfolio, value $2,690,495.
13F-HR 0001951757-26-001012 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,412 sharesChange vs previous 13F +144 shares
0.96% of the 13F portfolio, value $2,373,455.
13F-HR 0001951757-26-000844 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,268 sharesChange vs previous 13F +84 shares
1.3% of the 13F portfolio, value $3,031,309.
13F-HR 0001951757-26-000273 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,184 sharesChange vs previous 13F +300 shares
1.47% of the 13F portfolio, value $3,202,788.
13F-HR 0001951757-25-001237 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,884 sharesChange vs previous 13F +550 shares
1.53% of the 13F portfolio, value $2,926,707.
13F-HR 0001951757-25-000965 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,334 sharesChange vs previous 13F +24 shares
1.17% of the 13F portfolio, value $2,002,197.
13F-HR 0001951757-25-000374 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,310 sharesChange vs previous 13F +343 shares
1.29% of the 13F portfolio, value $2,237,965.
13F-HR 0001951757-25-000032 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,967 sharesChange vs previous 13F not available
1.18% of the 13F portfolio, value $2,137,437.
13F-HR 0001951757-24-000976 filed by YARGER WEALTH STRATEGIES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).