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LANDAAS & CO /WI /ADV: IWB position timeline

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

LANDAAS & CO /WI /ADV held 6,476 IWB 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 6,476 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,651,922.

    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 6,476 shares
    Change vs previous 13F -39 shares

    0.51% of the 13F portfolio, value $2,309,083.

    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 6,515 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,432,962.

    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 6,515 shares
    Change vs previous 13F -345 shares

    0.54% of the 13F portfolio, value $2,381,000.

    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 6,860 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,329,000.

    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).

  6. period ended2025-03-31
    13F 6,860 shares
    Change vs previous 13F -187 shares

    0.58% of the 13F portfolio, value $2,104,000.

    13F-HR 0001104659-25-043909 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).

  7. period ended2024-12-31
    13F 7,047 shares
    Change vs previous 13F +315 shares

    0.63% of the 13F portfolio, value $2,270,000.

    13F-HR 0001104659-25-018020 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).

  8. period ended2024-09-30
    13F 6,732 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,116,000.

    13F-HR 0001104659-24-116655 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).