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LANDAAS & CO /WI /ADV: USFR position timeline

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

LANDAAS & CO /WI /ADV held 41,175 USFR 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 41,175 shares
    Change vs previous 13F +2,005 shares

    0.38% of the 13F portfolio, value $2,073,161.

    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 39,170 shares
    Change vs previous 13F -20,540 shares

    0.43% of the 13F portfolio, value $1,971,818.

    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 59,710 shares
    Change vs previous 13F -72,183 shares

    0.66% of the 13F portfolio, value $3,004,607.

    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 131,893 shares
    Change vs previous 13F -34,123 shares

    1.51% of the 13F portfolio, value $6,630,000.

    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 166,016 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $8,352,000.

    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).