YARGER WEALTH STRATEGIES, LLC: TDVG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YARGER WEALTH STRATEGIES, LLC on TDVG, newest first. How the timeline and the estimate are built.
YARGER WEALTH STRATEGIES, LLC held 395,595 TDVG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 395,595 sharesChange vs previous 13F +4,375 shares
7.04% of the 13F portfolio, value $19,589,887.
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 391,220 sharesChange vs previous 13F -8,748 shares
7.08% of the 13F portfolio, value $17,460,133.
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 399,968 sharesChange vs previous 13F +10,026 shares
7.73% of the 13F portfolio, value $17,986,542.
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 389,942 sharesChange vs previous 13F +71,614 shares
7.86% of the 13F portfolio, value $17,141,866.
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 318,328 sharesChange vs previous 13F -3,455 shares
7.05% of the 13F portfolio, value $13,490,724.
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 321,783 sharesChange vs previous 13F +7,103 shares
7.58% of the 13F portfolio, value $13,000,020.
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 314,680 sharesChange vs previous 13F +61,214 shares
7.19% of the 13F portfolio, value $12,458,175.
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 253,466 sharesChange vs previous 13F not available
5.74% of the 13F portfolio, value $10,381,955.
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).