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Disclosery

Lauer Wealth, LLC: FTRI position timeline

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

Lauer Wealth, LLC held 72,900 FTRI 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 72,900 shares
    Change vs previous 13F +19,320 shares

    0.81% of the 13F portfolio, value $1,192,644.

    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 53,580 shares
    Change vs previous 13F +9,750 shares

    0.78% of the 13F portfolio, value $977,819.

    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 43,830 shares
    Change vs previous 13F +7,400 shares

    0.54% of the 13F portfolio, value $714,635.

    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 36,430 shares
    Change vs previous 13F +4,230 shares

    0.41% of the 13F portfolio, value $557,925.

    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 32,200 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $463,432.

    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).