13F-HR filed by LANDMARK WEALTH MANAGEMENT, INC.
LANDMARK WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-22, with 5 holding rows worth $9,691,128.
- Accession
- 0001085146-24-001535
- Filer
- CIK 1985016
- Filed
- 2024-02-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A combination report, 5 entries on the cover page, a total value of $9,691,128 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,691,128 with VALUE read as dollars as filed, 13F file number 028-23988. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerGeoWealth Management, LLC028-16841
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 29,583 | $5,695,615 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,917 | $1,386,479 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,085,250 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,024 | $1,078,540 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,432 | $445,244 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-24-001535 | this filing | 2024-02-22 | acceptance time not in the bulk data set |