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LANDMARK WEALTH MANAGEMENT, INC.: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDMARK WEALTH MANAGEMENT, INC. on DFAI, newest first. How the timeline and the estimate are built.

LANDMARK WEALTH MANAGEMENT, INC. held 20,172 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,172 shares
    Change vs previous 13F -3,165 shares

    0.28% of the 13F portfolio, value $832,098.

    13F-HR 0001985016-26-000004 filed by LANDMARK WEALTH MANAGEMENT, INC.
    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 23,337 shares
    Change vs previous 13F -313 shares

    0.34% of the 13F portfolio, value $909,210.

    13F-HR 0001985016-26-000003 filed by LANDMARK WEALTH MANAGEMENT, INC.
    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 23,650 shares
    Change vs previous 13F -99 shares

    0.34% of the 13F portfolio, value $901,302.

    13F-HR 0001985016-26-000002 filed by LANDMARK WEALTH MANAGEMENT, INC.
    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 23,749 shares
    Change vs previous 13F -335 shares

    0.34% of the 13F portfolio, value $863,276.

    13F-HR 0001985016-25-000003 filed by LANDMARK WEALTH MANAGEMENT, INC.
    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 24,084 shares
    Change vs previous 13F -55,643 shares

    0.36% of the 13F portfolio, value $832,584.

    13F-HR 0001085146-25-004527 filed by LANDMARK WEALTH MANAGEMENT, INC.
    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 79,727 shares
    Change vs previous 13F -280,386 shares

    1.19% of the 13F portfolio, value $2,489,887.

    13F-HR 0001085146-25-002627 filed by LANDMARK WEALTH MANAGEMENT, INC.
    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 360,113 shares
    Change vs previous 13F -29,629 shares

    5.12% of the 13F portfolio, value $10,515,311.

    13F-HR 0001085146-25-000518 filed by LANDMARK WEALTH MANAGEMENT, INC.
    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 389,742 shares
    Change vs previous 13F not available

    6.17% of the 13F portfolio, value $12,386,013.

    13F-HR 0001085146-24-005302 filed by LANDMARK WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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