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LANDMARK WEALTH MANAGEMENT, INC.: IUSB position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 728,740 IUSB 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 728,740 shares
    Change vs previous 13F +48,614 shares

    11.13% of the 13F portfolio, value $33,631,362.

    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 680,126 shares
    Change vs previous 13F +12,679 shares

    11.85% of the 13F portfolio, value $31,415,020.

    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 667,447 shares
    Change vs previous 13F +15,550 shares

    11.73% of the 13F portfolio, value $31,062,984.

    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 651,897 shares
    Change vs previous 13F +54,409 shares

    11.89% of the 13F portfolio, value $30,450,109.

    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 597,488 shares
    Change vs previous 13F +125,699 shares

    11.83% of the 13F portfolio, value $27,621,871.

    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 471,789 shares
    Change vs previous 13F +403,418 shares

    10.37% of the 13F portfolio, value $21,740,037.

    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 68,371 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,090,369.

    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).