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Landmark Wealth Management, LLC: IWF position timeline

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

Landmark Wealth Management, LLC held 5,889 IWF 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 5,889 shares
    Change vs previous 13F +4,417 shares

    0.17% of the 13F portfolio, value $731,187.

    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 1,472 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $627,815.

    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 1,472 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $696,840.

    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 1,472 shares
    Change vs previous 13F -1 shares

    0.27% of the 13F portfolio, value $689,609.

    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 1,473 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $625,000.

    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 1,473 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $532,000.

    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 1,473 shares
    Change vs previous 13F -1 shares

    0.26% of the 13F portfolio, value $592,000.

    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 1,474 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $553,000.

    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).