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YARGER WEALTH STRATEGIES, LLC: UPGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YARGER WEALTH STRATEGIES, LLC on UPGD, newest first. How the timeline and the estimate are built.

YARGER WEALTH STRATEGIES, LLC held 3,577 UPGD 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 3,577 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $295,298.

    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 3,577 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $260,636.

    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 3,577 shares
    Change vs previous 13F +61 shares

    0.11% of the 13F portfolio, value $264,653.

    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 3,516 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $263,329.

    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 3,516 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $249,534.

    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 3,516 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $246,176.

    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 3,516 shares
    Change vs previous 13F +43 shares

    0.14% of the 13F portfolio, value $243,062.

    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 3,473 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $249,551.

    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).