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Landmark Wealth Management, LLC: TOTR position timeline

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

Landmark Wealth Management, LLC held 247,447 TOTR 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 247,447 shares
    Change vs previous 13F +19,342 shares

    2.37% of the 13F portfolio, value $9,914,845.

    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 228,105 shares
    Change vs previous 13F +46,463 shares

    2.46% of the 13F portfolio, value $9,188,054.

    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 181,642 shares
    Change vs previous 13F +10,243 shares

    2.83% of the 13F portfolio, value $7,404,564.

    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 171,399 shares
    Change vs previous 13F +8,477 shares

    2.78% of the 13F portfolio, value $6,990,159.

    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 162,922 shares
    Change vs previous 13F -2,315 shares

    2.82% of the 13F portfolio, value $6,613,000.

    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 165,237 shares
    Change vs previous 13F -3,357 shares

    2.96% of the 13F portfolio, value $6,710,000.

    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 168,594 shares
    Change vs previous 13F +6,827 shares

    2.99% of the 13F portfolio, value $6,738,000.

    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 161,767 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $6,730,000.

    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).