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Landmark Wealth Management, LLC: TAXF position timeline

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

Landmark Wealth Management, LLC held 57,033 TAXF 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 57,033 shares
    Change vs previous 13F +5,092 shares

    0.69% of the 13F portfolio, value $2,899,255.

    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 51,941 shares
    Change vs previous 13F +9,749 shares

    0.7% of the 13F portfolio, value $2,599,631.

    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 42,192 shares
    Change vs previous 13F +5,233 shares

    0.81% of the 13F portfolio, value $2,125,629.

    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 36,959 shares
    Change vs previous 13F +7,139 shares

    0.74% of the 13F portfolio, value $1,856,454.

    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 29,820 shares
    Change vs previous 13F -26,583 shares

    0.62% of the 13F portfolio, value $1,459,000.

    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 56,403 shares
    Change vs previous 13F -808 shares

    1.23% of the 13F portfolio, value $2,791,000.

    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 57,211 shares
    Change vs previous 13F +1,692 shares

    1.27% of the 13F portfolio, value $2,869,000.

    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 55,519 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,855,000.

    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).