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LANDMARK WEALTH MANAGEMENT, INC.: IAGG position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 398,519 IAGG 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 398,519 shares
    Change vs previous 13F +47,371 shares

    6.67% of the 13F portfolio, value $20,165,126.

    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 351,148 shares
    Change vs previous 13F -2,098 shares

    6.63% of the 13F portfolio, value $17,571,460.

    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 353,246 shares
    Change vs previous 13F +5,064 shares

    6.67% of the 13F portfolio, value $17,665,847.

    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 348,182 shares
    Change vs previous 13F +27,716 shares

    6.96% of the 13F portfolio, value $17,837,378.

    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 320,466 shares
    Change vs previous 13F +32,937 shares

    7.01% of the 13F portfolio, value $16,372,622.

    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 287,529 shares
    Change vs previous 13F +175,227 shares

    6.86% of the 13F portfolio, value $14,373,589.

    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 112,302 shares
    Change vs previous 13F +29,850 shares

    2.73% of the 13F portfolio, value $5,606,130.

    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 82,452 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,272,678.

    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).