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YARGER WEALTH STRATEGIES, LLC: XUSP position timeline

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

YARGER WEALTH STRATEGIES, LLC held 25,572 XUSP 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 25,572 shares
    Change vs previous 13F +2,582 shares

    0.49% of the 13F portfolio, value $1,364,539.

    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 22,990 shares
    Change vs previous 13F -73 shares

    0.41% of the 13F portfolio, value $1,015,138.

    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 23,063 shares
    Change vs previous 13F +2,215 shares

    0.47% of the 13F portfolio, value $1,095,436.

    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 20,848 shares
    Change vs previous 13F -437 shares

    0.44% of the 13F portfolio, value $969,092.

    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 21,285 shares
    Change vs previous 13F +1,011 shares

    0.47% of the 13F portfolio, value $895,232.

    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 20,274 shares
    Change vs previous 13F +1,220 shares

    0.44% of the 13F portfolio, value $757,082.

    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 19,054 shares
    Change vs previous 13F +11,481 shares

    0.44% of the 13F portfolio, value $765,226.

    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 7,573 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $299,498.

    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).