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LANDMARK WEALTH MANAGEMENT, INC.: SMLF position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 12,020 SMLF 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 12,020 shares
    Change vs previous 13F -83 shares

    0.35% of the 13F portfolio, value $1,071,461.

    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 12,103 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $913,655.

    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 12,103 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $906,273.

    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 12,103 shares
    Change vs previous 13F -15 shares

    0.35% of the 13F portfolio, value $899,858.

    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 12,118 shares
    Change vs previous 13F -14,072 shares

    0.35% of the 13F portfolio, value $823,418.

    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 26,190 shares
    Change vs previous 13F -113,154 shares

    0.78% of the 13F portfolio, value $1,627,970.

    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 139,344 shares
    Change vs previous 13F -8,136 shares

    4.58% of the 13F portfolio, value $9,405,720.

    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 147,480 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $9,785,298.

    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).