Skip to content
Disclosery

Landmark Wealth Management, LLC: IWB position timeline

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

Landmark Wealth Management, LLC held 5,110 IWB 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 5,110 shares
    Change vs previous 13F -11 shares

    0.5% of the 13F portfolio, value $2,092,701.

    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 5,121 shares
    Change vs previous 13F +2,123 shares

    0.49% of the 13F portfolio, value $1,825,872.

    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 2,998 shares
    Change vs previous 13F -478 shares

    0.43% of the 13F portfolio, value $1,119,706.

    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 3,476 shares
    Change vs previous 13F -70 shares

    0.5% of the 13F portfolio, value $1,270,286.

    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 3,546 shares
    Change vs previous 13F -1,219 shares

    0.51% of the 13F portfolio, value $1,204,000.

    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 4,765 shares
    Change vs previous 13F +427 shares

    0.64% of the 13F portfolio, value $1,462,000.

    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 4,338 shares
    Change vs previous 13F -45 shares

    0.62% of the 13F portfolio, value $1,398,000.

    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 4,383 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,378,000.

    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).