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LANDMARK WEALTH MANAGEMENT, INC.: SPLB position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 107,676 SPLB 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 107,676 shares
    Change vs previous 13F -11,095 shares

    0.8% of the 13F portfolio, value $2,411,936.

    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 118,771 shares
    Change vs previous 13F +80,211 shares

    1% of the 13F portfolio, value $2,639,091.

    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 38,560 shares
    Change vs previous 13F +38,560 shares

    0.33% of the 13F portfolio, value $870,685.

    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 0 shares
    Change vs previous 13F -148,474 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 148,474 shares
    Change vs previous 13F +18,812 shares

    1.44% of the 13F portfolio, value $3,351,058.

    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 129,662 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,926,471.

    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).