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Disclosery

Lauer Wealth, LLC: EZM position timeline

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

Lauer Wealth, LLC held 35,976 EZM 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 35,976 shares
    Change vs previous 13F -902 shares

    1.84% of the 13F portfolio, value $2,692,922.

    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 36,878 shares
    Change vs previous 13F +464 shares

    2.06% of the 13F portfolio, value $2,568,921.

    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 36,414 shares
    Change vs previous 13F -191 shares

    1.91% of the 13F portfolio, value $2,520,213.

    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 36,605 shares
    Change vs previous 13F +1,113 shares

    1.76% of the 13F portfolio, value $2,393,235.

    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 35,492 shares
    Change vs previous 13F -42,534 shares

    1.86% of the 13F portfolio, value $2,213,467.

    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 78,026 shares
    Change vs previous 13F +2,546 shares

    3.47% of the 13F portfolio, value $4,484,906.

    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 75,480 shares
    Change vs previous 13F +2,183 shares

    3.16% of the 13F portfolio, value $4,718,224.

    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 73,297 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $4,549,008.

    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).