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LANDMARK WEALTH MANAGEMENT, INC.: SPY position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 41,465 SPY 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 41,465 shares
    Change vs previous 13F +6,349 shares

    10.25% of the 13F portfolio, value $30,964,823.

    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 35,116 shares
    Change vs previous 13F -5,872 shares

    8.61% of the 13F portfolio, value $22,837,340.

    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 40,988 shares
    Change vs previous 13F -702 shares

    10.56% of the 13F portfolio, value $27,950,537.

    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 41,690 shares
    Change vs previous 13F +12,776 shares

    10.84% of the 13F portfolio, value $27,773,044.

    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 28,914 shares
    Change vs previous 13F +6,772 shares

    7.65% of the 13F portfolio, value $17,864,515.

    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 22,142 shares
    Change vs previous 13F -8,955 shares

    5.91% of the 13F portfolio, value $12,386,013.

    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 31,097 shares
    Change vs previous 13F -2,094 shares

    8.87% of the 13F portfolio, value $18,225,330.

    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 33,191 shares
    Change vs previous 13F not available

    9.49% of the 13F portfolio, value $19,043,668.

    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).