Number of Shares
30,770
Previous 40,995 24.94%
Holding current value
$373 Million
Previous $168 Million 121.88%
% of portfolio
0.31%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
N/A
-10,225 Reduced 24.94%
30,770 $373 Million
Q1 2025

May 01, 2025

BUY
N/A
12,415 Added 43.44%
40,995 $168 Million
Q4 2024

Jan 14, 2025

BUY
N/A
28,580 New
28,580 $219 Million
Track This Portfolio

Track Lauer Wealth, LLC Portfolio

Follow Lauer Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauer Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauer Wealth, LLC with notifications on news.