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Disclosery

Lauer Wealth, LLC: IBIT position timeline

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

Lauer Wealth, LLC held 0 IBIT 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 -66,824 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 66,824 shares
    Change vs previous 13F +20,928 shares

    2.16% of the 13F portfolio, value $2,701,026.

    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 45,896 shares
    Change vs previous 13F +16,710 shares

    1.79% of the 13F portfolio, value $2,364,562.

    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 29,186 shares
    Change vs previous 13F +10,706 shares

    1.35% of the 13F portfolio, value $1,843,680.

    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 18,480 shares
    Change vs previous 13F +5,180 shares

    1.05% of the 13F portfolio, value $1,249,987.

    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 13,300 shares
    Change vs previous 13F +6,950 shares

    0.56% of the 13F portfolio, value $721,126.

    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 6,350 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $336,868.

    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).