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Disclosery

Lauer Wealth, LLC: SOFI position timeline

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

Lauer Wealth, LLC held 0 SOFI shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -25,057 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.

  2. period ended2025-03-31
    13F 25,057 shares
    Change vs previous 13F -26,100 shares

    0.26% of the 13F portfolio, value $332,506.

    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).

  3. period ended2024-12-31
    13F 51,157 shares
    Change vs previous 13F -27,520 shares

    0.47% of the 13F portfolio, value $710,013.

    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).

  4. period ended2024-09-30
    13F 78,677 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $745,460.

    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).