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Landmark Wealth Management, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Landmark Wealth Management, LLC on CGMU, newest first. How the timeline and the estimate are built.

Landmark Wealth Management, LLC held 156,284 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,284 shares
    Change vs previous 13F +7,957 shares

    1.03% of the 13F portfolio, value $4,293,113.

    13F-HR 0001728778-26-000004 filed by Landmark Wealth Management, LLC
    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 148,327 shares
    Change vs previous 13F +33,594 shares

    1.08% of the 13F portfolio, value $4,027,088.

    13F-HR 0001728778-26-000003 filed by Landmark Wealth Management, LLC
    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 114,733 shares
    Change vs previous 13F +1,220 shares

    1.2% of the 13F portfolio, value $3,141,382.

    13F-HR 0001728778-26-000001 filed by Landmark Wealth Management, LLC
    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 113,513 shares
    Change vs previous 13F +14,768 shares

    1.23% of the 13F portfolio, value $3,097,777.

    13F-HR 0001728778-25-000007 filed by Landmark Wealth Management, LLC
    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 98,745 shares
    Change vs previous 13F -15,197 shares

    1.12% of the 13F portfolio, value $2,635,000.

    13F-HR 0001728778-25-000005 filed by Landmark Wealth Management, LLC
    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 113,942 shares
    Change vs previous 13F +12,020 shares

    1.35% of the 13F portfolio, value $3,056,000.

    13F-HR 0001728778-25-000004 filed by Landmark Wealth Management, LLC
    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 101,922 shares
    Change vs previous 13F +9,797 shares

    1.22% of the 13F portfolio, value $2,744,000.

    13F-HR 0001728778-25-000002 filed by Landmark Wealth Management, LLC
    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 92,125 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,530,000.

    13F-HR 0001728778-24-000005 filed by Landmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).