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Landmark Wealth Management, LLC: SPEM position timeline

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

Landmark Wealth Management, LLC held 9,678 SPEM 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 9,678 shares
    Change vs previous 13F +21 shares

    0.12% of the 13F portfolio, value $501,127.

    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 9,657 shares
    Change vs previous 13F +1,293 shares

    0.12% of the 13F portfolio, value $453,002.

    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 8,364 shares
    Change vs previous 13F -164 shares

    0.15% of the 13F portfolio, value $391,503.

    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 8,528 shares
    Change vs previous 13F +595 shares

    0.16% of the 13F portfolio, value $399,216.

    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 7,933 shares
    Change vs previous 13F +108 shares

    0.14% of the 13F portfolio, value $339,000.

    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 7,825 shares
    Change vs previous 13F +35 shares

    0.14% of the 13F portfolio, value $308,000.

    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 7,790 shares
    Change vs previous 13F +86 shares

    0.13% of the 13F portfolio, value $299,000.

    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 7,704 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $318,000.

    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).