Skip to content
Disclosery

Lauer Wealth, LLC: USFR position timeline

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

Lauer Wealth, LLC held 260,823 USFR 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 260,823 shares
    Change vs previous 13F +15,944 shares

    8.97% of the 13F portfolio, value $13,155,896.

    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 244,879 shares
    Change vs previous 13F -34,668 shares

    9.88% of the 13F portfolio, value $12,336,987.

    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 279,547 shares
    Change vs previous 13F -34,298 shares

    10.69% of the 13F portfolio, value $14,077,997.

    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 313,845 shares
    Change vs previous 13F +4,601 shares

    11.61% of the 13F portfolio, value $15,798,957.

    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 309,244 shares
    Change vs previous 13F -17,140 shares

    13.06% of the 13F portfolio, value $15,579,690.

    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 326,384 shares
    Change vs previous 13F -47,629 shares

    12.69% of the 13F portfolio, value $16,420,388.

    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 374,013 shares
    Change vs previous 13F -155,972 shares

    12.59% of the 13F portfolio, value $18,820,336.

    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 529,985 shares
    Change vs previous 13F not available

    20.73% of the 13F portfolio, value $26,711,256.

    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).