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Landmark Wealth Management, LLC: SMDV position timeline

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

Landmark Wealth Management, LLC held 67,861 SMDV 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 67,861 shares
    Change vs previous 13F +1,907 shares

    1.25% of the 13F portfolio, value $5,227,333.

    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 65,954 shares
    Change vs previous 13F +13,562 shares

    1.21% of the 13F portfolio, value $4,536,956.

    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 52,392 shares
    Change vs previous 13F +2,973 shares

    1.32% of the 13F portfolio, value $3,462,056.

    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 49,419 shares
    Change vs previous 13F +1,584 shares

    1.31% of the 13F portfolio, value $3,293,294.

    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 47,835 shares
    Change vs previous 13F -56 shares

    1.33% of the 13F portfolio, value $3,112,000.

    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 47,891 shares
    Change vs previous 13F -20,974 shares

    1.39% of the 13F portfolio, value $3,141,000.

    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 68,865 shares
    Change vs previous 13F -1,788 shares

    2.07% of the 13F portfolio, value $4,660,000.

    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 70,653 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,893,000.

    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).