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YARGER WEALTH STRATEGIES, LLC: USMV position timeline

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

YARGER WEALTH STRATEGIES, LLC held 13,525 USMV 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 13,525 shares
    Change vs previous 13F +176 shares

    0.47% of the 13F portfolio, value $1,322,192.

    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 13,349 shares
    Change vs previous 13F +52 shares

    0.5% of the 13F portfolio, value $1,238,005.

    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 13,297 shares
    Change vs previous 13F +51 shares

    0.54% of the 13F portfolio, value $1,252,087.

    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 13,246 shares
    Change vs previous 13F +47 shares

    0.58% of the 13F portfolio, value $1,260,264.

    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 13,199 shares
    Change vs previous 13F +43 shares

    0.65% of the 13F portfolio, value $1,239,016.

    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 13,156 shares
    Change vs previous 13F +42 shares

    0.72% of the 13F portfolio, value $1,232,210.

    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 13,114 shares
    Change vs previous 13F -910 shares

    0.67% of the 13F portfolio, value $1,164,358.

    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 14,024 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,280,567.

    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).