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Equibles

Lauer Wealth, LLC

Position in ASST — Strive, Inc.

CIK 1860063 VALPARAISO, IN
Back to ASST Full portfolio

Position in ASST

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$166,104
+$92,304 QoQ
Shares Held
15,225
+204.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#103
of 170 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ASST Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Lauer Wealth, LLC holds $578,641 across 3 Asset Management names. ASST ranks #3 (28.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IIM
Invesco Value Municipal Income Trust
 16,500 $210,045
2 IVZ
Invesco Ltd.
 6,200 $202,492
3 ASST
Strive, Inc.
This page 		15,225 $166,104

All Filings in ASST

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $166,104 15,225
2025-12-31 $73,800 100,000