Current Market Value 191,351,947
Current Holdings 111
Most Recent File Date 2025-07-25
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Yarger Wealth Strategies, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 111 191,352
2025-04-15 2025-03-31 13F-HR 97 171,443
2025-01-15 2024-12-31 13F-HR 89 173,373
2024-10-07 2024-09-30 13F-HR 95 180,730
2024-08-09 2024-06-30 13F-HR 84 166,243
2024-04-29 2024-03-31 13F-HR 78 146,865
2024-01-18 2023-12-31 13F-HR 65 123,923
2023-10-16 2023-09-30 13F-HR 59 117,536
2023-07-27 2023-06-30 13F-HR 60 111,235
2023-04-13 2023-03-31 13F-HR 48 91,252
2023-01-25 2022-12-31 13F-HR 46 80,749
2022-11-14 2022-09-30 13F-HR 47 75,420
2022-08-12 2022-06-30 13F-HR 46 77,481
2022-04-15 2022-03-31 13F-HR 46 76,657
2022-02-15 2021-12-31 13F-HR 50 92,750