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Disclosery

Lauer Wealth, LLC: DFLV position timeline

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

Lauer Wealth, LLC held 45,110 DFLV 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 45,110 shares
    Change vs previous 13F +39,360 shares

    1.23% of the 13F portfolio, value $1,805,753.

    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 5,750 shares
    Change vs previous 13F +5,750 shares

    0.17% of the 13F portfolio, value $211,543.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -258,150 shares

    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).

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

  4. period ended2025-03-31
    13F 258,150 shares
    Change vs previous 13F +29,700 shares

    5.8% of the 13F portfolio, value $7,507,002.

    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).

  5. period ended2024-12-31
    13F 228,450 shares
    Change vs previous 13F +500 shares

    4.59% of the 13F portfolio, value $6,860,354.

    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).

  6. period ended2024-09-30
    13F 227,950 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $7,075,568.

    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).