Skip to content

LANDMARK WEALTH MANAGEMENT, INC.: FISR position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 288,333 FISR 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 288,333 shares
    Change vs previous 13F -94,344 shares

    2.45% of the 13F portfolio, value $7,395,749.

    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 382,677 shares
    Change vs previous 13F +84,129 shares

    3.71% of the 13F portfolio, value $9,842,453.

    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 298,548 shares
    Change vs previous 13F +166,990 shares

    2.92% of the 13F portfolio, value $7,735,378.

    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 131,558 shares
    Change vs previous 13F -314,554 shares

    1.34% of the 13F portfolio, value $3,427,744.

    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 446,112 shares
    Change vs previous 13F +179,873 shares

    4.94% of the 13F portfolio, value $11,527,534.

    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 266,239 shares
    Change vs previous 13F +44,635 shares

    3.29% of the 13F portfolio, value $6,890,265.

    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 221,604 shares
    Change vs previous 13F -109,683 shares

    2.74% of the 13F portfolio, value $5,619,989.

    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 331,287 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $8,808,590.

    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).