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Landmark Wealth Management, LLC: WABF position timeline

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

Landmark Wealth Management, LLC held 200,579 WABF 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 200,579 shares
    Change vs previous 13F +14,416 shares

    1.2% of the 13F portfolio, value $5,012,562.

    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 186,163 shares
    Change vs previous 13F +40,084 shares

    1.25% of the 13F portfolio, value $4,684,891.

    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 146,079 shares
    Change vs previous 13F +8,612 shares

    1.42% of the 13F portfolio, value $3,703,302.

    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 137,467 shares
    Change vs previous 13F +9,260 shares

    1.39% of the 13F portfolio, value $3,506,274.

    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 128,207 shares
    Change vs previous 13F -1,327 shares

    1.38% of the 13F portfolio, value $3,238,000.

    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 129,534 shares
    Change vs previous 13F +6,529 shares

    1.44% of the 13F portfolio, value $3,273,000.

    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 123,005 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,059,000.

    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).