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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

  1. period ended2026-06-30
    13F 6,986 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,412 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,268 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,184 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,884 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,334 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,310 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,967 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).