Lauer Wealth, LLC ETHA β€” ISHARES ETHEREUM TR

Ownership history in Lauer Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

Lauer Wealth, LLC reported ISHARES ETHEREUM TR (ETHA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows ETHA at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lauer Wealth, LLC's position in ISHARES ETHEREUM TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ETHA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lauer Wealth, LLC held ETHA β€” position size vs. price
% of Fund (quarterly)    ETHA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 35,700 -16,640 -31.8% 0.05% $67K 2026-04-13 $17.08
2026 Q1 ADDED β€” β€” β€” 52,340 +22,058 +72.8% 0.70% $875K 2026-04-13 $17.08
2025 Q4 ADDED β€” β€” β€” 30,282 +15,245 +101.4% 0.53% $710K 2026-01-12 $23.44
2025 Q3 INITIATED β€” β€” β€” 15,037 β€” β€” 0.32% $453K 2025-10-20 $30.14

FAQ About Lauer Wealth, LLC and ETHA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lauer Wealth, LLC reported owning ETHA?

Lauer Wealth, LLC reported ETHA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ETHA position in Lauer Wealth, LLC's portfolio?

The largest reported portfolio weight for ETHA was 0.70% in 2026 Q1.

What is the latest reported ETHA position on this page?

The most recent filing on this page is 2026 Q1, when Lauer Wealth, LLC reported 35,700 shares, equal to 0.05% of portfolio, with an estimated market value of $67K.

What does the chart on this ETHA ownership page compare?

The chart compares Lauer Wealth, LLC's quarterly ETHA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lauer Wealth, LLC time their ETHA position?

Based on 13F filing dates vs. subsequent ETHA price moves, Lauer Wealth, LLC correctly timed 0 out of 3 reported position changes (0%).

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