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Disclosery

Lauer Wealth, LLC: DFDV position timeline

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

Lauer Wealth, LLC held 0 DFDV 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 0 shares
    Change vs previous 13F -79,100 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 79,100 shares
    Change vs previous 13F +18,500 shares

    0.23% of the 13F portfolio, value $281,596.

    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 60,600 shares
    Change vs previous 13F +500 shares

    0.32% of the 13F portfolio, value $419,352.

    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 60,100 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $903,904.

    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).