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LANDMARK WEALTH MANAGEMENT, INC.: GWX position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 78,577 GWX 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 78,577 shares
    Change vs previous 13F +5,837 shares

    1.14% of the 13F portfolio, value $3,438,521.

    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 72,740 shares
    Change vs previous 13F -1,681 shares

    1.16% of the 13F portfolio, value $3,071,810.

    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 74,421 shares
    Change vs previous 13F +4,660 shares

    1.15% of the 13F portfolio, value $3,040,842.

    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 69,761 shares
    Change vs previous 13F +1,485 shares

    1.09% of the 13F portfolio, value $2,802,997.

    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 68,276 shares
    Change vs previous 13F -770 shares

    1.09% of the 13F portfolio, value $2,538,502.

    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 69,046 shares
    Change vs previous 13F -228 shares

    1.05% of the 13F portfolio, value $2,206,710.

    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 69,274 shares
    Change vs previous 13F +7,629 shares

    1.05% of the 13F portfolio, value $2,146,455.

    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 61,645 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,103,944.

    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).