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Disclosery

Lauer Wealth, LLC: DFAU position timeline

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

Lauer Wealth, LLC held 251,668 DFAU 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 251,668 shares
    Change vs previous 13F +12,820 shares

    8.92% of the 13F portfolio, value $13,079,186.

    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 238,848 shares
    Change vs previous 13F +3,638 shares

    8.96% of the 13F portfolio, value $11,192,417.

    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 235,210 shares
    Change vs previous 13F -10,466 shares

    8.48% of the 13F portfolio, value $11,177,179.

    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 245,676 shares
    Change vs previous 13F +3,764 shares

    8.24% of the 13F portfolio, value $11,217,566.

    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 241,912 shares
    Change vs previous 13F +6,006 shares

    8.83% of the 13F portfolio, value $10,530,429.

    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 235,906 shares
    Change vs previous 13F +16,566 shares

    6.92% of the 13F portfolio, value $8,954,992.

    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 219,340 shares
    Change vs previous 13F +3,322 shares

    5.94% of the 13F portfolio, value $8,881,077.

    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 216,018 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $8,627,759.

    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).