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LANDAAS & CO /WI /ADV: BSMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on BSMR, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 41,166 BSMR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,166 shares
    Change vs previous 13F +4,251 shares

    0.18% of the 13F portfolio, value $973,164.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,915 shares
    Change vs previous 13F +4,219 shares

    0.19% of the 13F portfolio, value $873,187.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,696 shares
    Change vs previous 13F +15,791 shares

    0.17% of the 13F portfolio, value $773,757.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,905 shares
    Change vs previous 13F +4,844 shares

    0.09% of the 13F portfolio, value $400,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,061 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $283,000.

    13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).