Ownership history in Lauer Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in ISHARES BITCOIN TRUST ETF (IBIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 185,000 | +139,104 | +303.1% | 0.46% | $625K | $49.65 |
| 2025 Q4 | ADDED | 45,896 | +16,710 | +57.3% | 1.76% | $2.4M | $49.65 |
| 2025 Q3 | ADDED | 29,186 | +10,706 | +57.9% | 1.32% | $1.8M | $65.00 |
| 2025 Q2 | ADDED | 18,480 | +5,180 | +38.9% | 1.03% | $1.2M | $61.21 |
| 2025 Q1 | ADDED | 13,300 | +6,950 | +109.4% | 0.55% | $721K | $46.81 |
| 2024 Q4 | INITIATED | 6,350 | — | — | 0.23% | $337K | $53.05 |
As of 2025 Q4 — sorted by position size