LANDMARK WEALTH MANAGEMENT, INC. FISR — SSGA ACTIVE TR

Ownership history in LANDMARK WEALTH MANAGEMENT, INC.  ·  8 quarters on record

AI Ownership Summary

LANDMARK WEALTH MANAGEMENT, INC. reported SSGA ACTIVE TR (FISR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 4.94% in 2025 Q2. The latest visible filing shows FISR at 3.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FISR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANDMARK WEALTH MANAGEMENT, INC.'s position in SSGA ACTIVE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FISR was reported at 3.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.94% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FISR stock page LANDMARK WEALTH MANAGEMENT, INC. fund profile LANDMARK WEALTH MANAGEMENT, INC. full holdings
How LANDMARK WEALTH MANAGEMENT, INC. held FISR — position size vs. price
% of Fund (quarterly)    FISR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 382,677 +84,129 +28.2% 3.71% $9.8M 2026-04-22 $25.80
2025 Q4 ADDED — — — 298,548 +166,990 +126.9% 2.92% $7.7M 2026-02-13 $26.00
2025 Q3 REDUCED 70.5% +1.1% ❌ 131,558 -314,554 -70.5% 1.34% $3.4M 2025-10-23 $25.72
2025 Q2 ADDED — — — 446,112 +179,873 +67.6% 4.94% $11.5M 2025-08-05 $25.13
2025 Q1 ADDED — — — 266,239 +44,635 +20.1% 3.29% $6.9M 2025-05-06 $24.57
2024 Q4 REDUCED 33.1% +2.7% ❌ 221,604 -109,683 -33.1% 2.74% $5.6M 2025-01-28 $24.30
2024 Q3 ADDED — — — 331,287 +115,924 +53.8% 4.39% $8.8M 2024-11-01 $24.16
2024 Q2 INITIATED — — — 215,363 — — 3.02% $5.5M 2024-08-13 $24.53

🏢 Other funds also holding FISR

As of 2026 Q1 — sorted by position size

NOVUS ADVISORS, LLC 7.2% Aspire Private Capital, LLC 3Y 7Y 5.2% LOCKERMAN FINANCIAL GROUP, INC. 3Y 4.79% International Private Wealth Advisors LLC 1.33% True Vision MN LLC 0.6% Legacy Wealth Partners, LLC 0.6% WealthPoint Financial, LLC 0.47% Balboa Wealth Partners 3Y 0.39% October Effect Ltd 0.38% IAMS WEALTH MANAGEMENT, LLC 0.35%

FAQ About LANDMARK WEALTH MANAGEMENT, INC. and FISR

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANDMARK WEALTH MANAGEMENT, INC. reported owning FISR?

LANDMARK WEALTH MANAGEMENT, INC. reported FISR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FISR position in LANDMARK WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for FISR was 4.94% in 2025 Q2.

What is the latest reported FISR position on this page?

The most recent filing on this page is 2026 Q1, when LANDMARK WEALTH MANAGEMENT, INC. reported 382,677 shares, equal to 3.71% of portfolio, with an estimated market value of $9.8M.

What does the chart on this FISR ownership page compare?

The chart compares LANDMARK WEALTH MANAGEMENT, INC.'s quarterly FISR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LANDMARK WEALTH MANAGEMENT, INC. time their FISR position?

Based on 13F filing dates vs. subsequent FISR price moves, LANDMARK WEALTH MANAGEMENT, INC. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on FISR relative to SPY over the holding period was -13.3%.

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