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LANDMARK WEALTH MANAGEMENT, INC.: XLSR position timeline

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

LANDMARK WEALTH MANAGEMENT, INC. held 301,775 XLSR 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 301,775 shares
    Change vs previous 13F +11,463 shares

    6.48% of the 13F portfolio, value $19,573,144.

    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 290,312 shares
    Change vs previous 13F +18,930 shares

    6.32% of the 13F portfolio, value $16,762,615.

    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 271,382 shares
    Change vs previous 13F +1,178 shares

    6.39% of the 13F portfolio, value $16,909,812.

    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 270,204 shares
    Change vs previous 13F +5,702 shares

    6.29% of the 13F portfolio, value $16,106,861.

    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 264,502 shares
    Change vs previous 13F +10,858 shares

    6.22% of the 13F portfolio, value $14,526,449.

    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 253,644 shares
    Change vs previous 13F +18,578 shares

    6.14% of the 13F portfolio, value $12,877,506.

    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 235,066 shares
    Change vs previous 13F +2,108 shares

    6.12% of the 13F portfolio, value $12,561,927.

    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 232,958 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $12,075,378.

    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).