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Disclosery

Lauer Wealth, LLC: DFAS position timeline

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

Lauer Wealth, LLC held 42,758 DFAS 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 42,758 shares
    Change vs previous 13F +1,026 shares

    2.36% of the 13F portfolio, value $3,457,412.

    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 41,732 shares
    Change vs previous 13F +1,319 shares

    2.48% of the 13F portfolio, value $3,097,766.

    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 40,413 shares
    Change vs previous 13F +774 shares

    2.23% of the 13F portfolio, value $2,943,683.

    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 39,639 shares
    Change vs previous 13F +479 shares

    2% of the 13F portfolio, value $2,723,199.

    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 39,160 shares
    Change vs previous 13F +178 shares

    2.11% of the 13F portfolio, value $2,520,729.

    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 38,982 shares
    Change vs previous 13F +5,059 shares

    1.75% of the 13F portfolio, value $2,270,312.

    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 33,923 shares
    Change vs previous 13F +3,103 shares

    1.48% of the 13F portfolio, value $2,207,709.

    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 30,820 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,984,500.

    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).