YARGER WEALTH STRATEGIES, LLC: PSEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YARGER WEALTH STRATEGIES, LLC on PSEP, newest first. How the timeline and the estimate are built.
YARGER WEALTH STRATEGIES, LLC held 102,589 PSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 102,589 sharesChange vs previous 13F -1,360 shares
1.71% of the 13F portfolio, value $4,747,815.
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 103,949 sharesChange vs previous 13F -2,288 shares
1.82% of the 13F portfolio, value $4,476,044.
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 106,237 sharesChange vs previous 13F -10 shares
2% of the 13F portfolio, value $4,644,512.
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 106,247 sharesChange vs previous 13F -15,330 shares
2.09% of the 13F portfolio, value $4,563,309.
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 121,577 sharesChange vs previous 13F -13,408 shares
2.6% of the 13F portfolio, value $4,971,284.
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 134,985 sharesChange vs previous 13F -1,737 shares
3.02% of the 13F portfolio, value $5,184,774.
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 136,722 sharesChange vs previous 13F -14,563 shares
3.08% of the 13F portfolio, value $5,343,820.
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 151,285 sharesChange vs previous 13F not available
3.23% of the 13F portfolio, value $5,829,011.
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).