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LANDAAS & CO /WI /ADV: DFIV position timeline

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

LANDAAS & CO /WI /ADV held 756,140 DFIV 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 756,140 shares
    Change vs previous 13F +124,026 shares

    7.43% of the 13F portfolio, value $40,846,707.

    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 632,114 shares
    Change vs previous 13F +158,224 shares

    7.32% of the 13F portfolio, value $33,362,975.

    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 473,890 shares
    Change vs previous 13F +131,339 shares

    5.2% of the 13F portfolio, value $23,647,126.

    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 342,551 shares
    Change vs previous 13F +182,706 shares

    3.59% of the 13F portfolio, value $15,798,000.

    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 159,845 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $6,846,000.

    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).