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Landmark Wealth Management, LLC: IVV position timeline

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

Landmark Wealth Management, LLC held 9,785 IVV 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 9,785 shares
    Change vs previous 13F -278 shares

    1.75% of the 13F portfolio, value $7,327,571.

    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 10,063 shares
    Change vs previous 13F +381 shares

    1.76% of the 13F portfolio, value $6,573,417.

    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 9,682 shares
    Change vs previous 13F +116 shares

    2.54% of the 13F portfolio, value $6,631,314.

    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 9,566 shares
    Change vs previous 13F -20 shares

    2.54% of the 13F portfolio, value $6,402,576.

    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 9,586 shares
    Change vs previous 13F -174 shares

    2.53% of the 13F portfolio, value $5,952,000.

    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 9,760 shares
    Change vs previous 13F -17 shares

    2.42% of the 13F portfolio, value $5,484,000.

    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 9,777 shares
    Change vs previous 13F -26 shares

    2.55% of the 13F portfolio, value $5,755,000.

    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 9,803 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $5,655,000.

    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).