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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

  1. period ended2026-06-30
    13F 395,595 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 391,220 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 399,968 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 389,942 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 318,328 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 321,783 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 314,680 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 253,466 shares
    Change 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), ingested

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