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Disclosery

Lauer Wealth, LLC: IIM position timeline

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

Lauer Wealth, LLC held 16,500 IIM 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 16,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $212,025.

    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 16,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $203,115.

    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 16,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $206,910.

    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 16,500 shares
    Change vs previous 13F -300 shares

    0.15% of the 13F portfolio, value $208,725.

    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 16,800 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $193,872.

    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 16,800 shares
    Change vs previous 13F +814 shares

    0.15% of the 13F portfolio, value $197,232.

    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 15,986 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $190,074.

    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).