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
0.31%
of 13F equity value
Holder Rank
#103
of 169 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, 2026Lauer Wealth, LLC holds $376,149 across 2 Asset Management names. ASST ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IIM |
Invesco Value Municipal Income Trust
|
16,500 | $210,045 | |
| 2 | 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,104 | 15,225 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $73,800 | 100,000 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||