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Landmark Wealth Management, LLC → KOLD

Landmark Wealth Management, LLC KOLD Position History

KOLD

Quarters held
12
Latest value
$21.1M
Q3 2026
Peak value
$22.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q4 2025$3.5M
Q4 2025$16.7M
Q1 2026$3.5M
Q1 2026$4.5M
Q1 2026$20.1M
Q2 2026$3.9M
Q2 2026$5.2M
Q2 2026$22.4M
Q3 2026$3.7M
Q3 2026$4.9M
Q3 2026$21.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.1M390.8K——
Q3 2026$4.9M68.2K——
Q3 2026$3.7M43.0K——
Q2 2026$22.4M398.5K——
Q2 2026$5.2M67.9K——
Q2 2026$3.9M42.3K——
Q1 2026$20.1M189.4K——
Q1 2026$4.5M66.0K——
Q1 2026$3.5M40.1K——
Q4 2025$16.7M160.6K——
Q4 2025$3.5M52.4K——
Q4 2025$2.7M31.9K——

Other funds holding KOLD

Other Landmark Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$67.8M
VGES

VANGUARD INDEX FDS

$65.3M
VGES

VANGUARD INDEX FDS

$57.1M
VGES

VANGUARD INDEX FDS

$45.9M
IR

NYLIM ETF TR

$21.3M
VCTR

VICTORY PORTFOLIOS II

$19.8M
VCTR

VICTORY PORTFOLIOS II

$19.5M
IR

NEW YORK LIFE INVESTMENTS ET

$18.9M
Landmark Wealth Management, LLC KOLD Holdings: 13F Position History | Track13F