Landmark Wealth Management, LLC

Position in BCS — Barclays PLC

CIK 1728778 MELVILLE, NY

Position in BCS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,286,594

+$383,062 QoQ

Shares Held

47,900

+12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#179

of 552 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Landmark Wealth Management, LLC holds $10,376,276 across 5 Banks - Diversified names. BCS ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	55,189	$3,144,669
2	C	Citigroup Inc	19,039	$2,664,698
3	JPM	Jpmorgan Chase & Co	7,086	$2,319,460
4	BCS	Barclays PLC This page	47,900	$1,286,594
5	WFC	Wells Fargo & Company/Mn	11,627	$960,855

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,286,594	47,900	+12.2%	Shares	Sole	2026-08-10
2026-03-31	$903,532	42,700	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.