YARGER WEALTH STRATEGIES, LLC TCAL β€” T ROWE PRICE ETF INC

Ownership history in YARGER WEALTH STRATEGIES, LLC  Β·  3 quarters on record

AI Ownership Summary

YARGER WEALTH STRATEGIES, LLC reported T ROWE PRICE ETF INC (TCAL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.54% in 2025 Q4. The latest visible filing shows TCAL at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TCAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YARGER WEALTH STRATEGIES, LLC's position in T ROWE PRICE ETF INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TCAL was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How YARGER WEALTH STRATEGIES, LLC held TCAL β€” position size vs. price
% of Fund (quarterly)    TCAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 53,008 +5,794 +12.3% 0.54% $1.2M 2026-02-14 (Est.) $22.90
2025 Q3 ADDED β€” β€” β€” 47,214 +9,570 +25.4% 0.53% $1.2M 2025-11-03 $22.35
2025 Q2 INITIATED β€” β€” β€” 37,644 β€” β€” 0.49% $930K 2025-07-25 $22.81

FAQ About YARGER WEALTH STRATEGIES, LLC and TCAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has YARGER WEALTH STRATEGIES, LLC reported owning TCAL?

YARGER WEALTH STRATEGIES, LLC reported TCAL across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported TCAL position in YARGER WEALTH STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for TCAL was 0.54% in 2025 Q4.

What is the latest reported TCAL position on this page?

The most recent filing on this page is 2025 Q4, when YARGER WEALTH STRATEGIES, LLC reported 53,008 shares, equal to 0.54% of portfolio, with an estimated market value of $1.2M.

What does the chart on this TCAL ownership page compare?

The chart compares YARGER WEALTH STRATEGIES, LLC's quarterly TCAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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