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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

  1. period ended2026-06-30
    13F 102,589 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 103,949 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 106,237 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 106,247 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 121,577 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 134,985 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 136,722 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 151,285 shares
    Change 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), ingested

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