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YARGER WEALTH STRATEGIES, LLC: XLF position timeline

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

YARGER WEALTH STRATEGIES, LLC held 4,153 XLF 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 4,153 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $231,363.

    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 4,141 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $204,440.

    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 4,123 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $225,840.

    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 4,112 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $221,494.

    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 4,100 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $214,737.

    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).