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Disclosery

Lauer Wealth, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lauer Wealth, LLC on DFAE, newest first. How the timeline and the estimate are built.

Lauer Wealth, LLC held 63,193 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,193 shares
    Change vs previous 13F +82 shares

    1.67% of the 13F portfolio, value $2,445,569.

    13F-HR 0001754960-26-000542 filed by Lauer Wealth, 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 63,111 shares
    Change vs previous 13F -3,513 shares

    1.82% of the 13F portfolio, value $2,268,840.

    13F-HR 0001754960-26-000227 filed by Lauer Wealth, 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 66,624 shares
    Change vs previous 13F -2,216 shares

    1.71% of the 13F portfolio, value $2,247,228.

    13F-HR 0001754960-26-000028 filed by Lauer Wealth, 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 68,840 shares
    Change vs previous 13F +46 shares

    1.61% of the 13F portfolio, value $2,193,931.

    13F-HR 0001754960-25-000682 filed by Lauer Wealth, 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 68,794 shares
    Change vs previous 13F -662 shares

    1.71% of the 13F portfolio, value $2,041,806.

    13F-HR 0001754960-25-000580 filed by Lauer Wealth, 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 69,456 shares
    Change vs previous 13F +3,387 shares

    1.39% of the 13F portfolio, value $1,801,689.

    13F-HR 0001754960-25-000266 filed by Lauer Wealth, 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 66,069 shares
    Change vs previous 13F -341 shares

    1.12% of the 13F portfolio, value $1,676,171.

    13F-HR 0001754960-25-000028 filed by Lauer Wealth, 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 66,410 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,783,773.

    13F-HR 0001754960-24-000534 filed by Lauer Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).