LANDAAS & CO /WI /ADV

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$359M
Signature - Title
Thomas Shea - Chief Financial Officer
Location
Milwaukee, WI
Summary
This page shows a list of all the recent 13F filings made by LANDAAS & CO /WI /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LANDAAS & CO /WI /ADV reported 89 stock holdings with total value $359M as of Q3 2024. Top holdings included VTI, IWD, QUAL, TFLO, and GARP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 89 $359M +$14.5M -$2.35M +$12.1M VTI, IWD, QUAL, TFLO, GARP 13F-HR 11/12/2024, 12:58 PM
Q2 2024 83 $328M +$19.7M -$4.35M +$15.4M VTI, IWD, QUAL, TFLO, GARP 13F-HR 8/13/2024, 10:54 AM
Q1 2024 86 $307M +$18.9M -$1.72M +$17.2M VTI, IWD, QUAL, TFLO, IWF 13F-HR 5/9/2024, 10:57 AM
Q4 2023 79 $270M +$22.1M -$4.15M +$17.9M VTI, IWD, TFLO, QUAL, IWF 13F-HR 2/12/2024, 01:18 PM
Q3 2023 73 $230M +$16.1M -$4.41M +$11.7M VTI, IWD, TFLO, QUAL, IWF 13F-HR 11/13/2023, 07:44 AM
Q2 2023 78 $227M +$12.9M -$3.19M +$9.7M VTI, IWD, TFLO, QUAL, AAPL 13F-HR 8/3/2023, 04:01 PM
Q1 2023 76 $205M +$17.4M -$1.04M +$16.4M VTI, IWD, TFLO, QUAL, DVY 13F-HR 5/10/2023, 03:11 PM
Q4 2022 67 $182M +$17M -$4.59M +$12.4M VTI, IWD, TFLO, DVY, VOO 13F-HR 2/15/2023, 12:38 PM
Q3 2022 59 $158M +$6.88M -$2.56M +$4.32M VTI, IWD, TFLO, AAPL, VOO 13F-HR 11/14/2022, 09:27 AM
Q2 2022 65 $162M +$13.1M -$4.94M +$8.16M VTI, IWD, TFLO, AAPL, VOO 13F-HR 8/8/2022, 05:57 PM
Q1 2022 79 $186M $0 $0 VTI, IWD, AAPL, VOO, IWF 13F-HR 5/9/2022, 12:56 PM
Q4 2021 79 $188M +$3.02M -$3.45M -$430K VTI, IWD, AAPL, VOO, IWF 13F-HR 3/3/2022, 12:38 PM
Q3 2021 74 $174M +$936K -$4.69M -$3.76M VTI, IWD, AAPL, VOO, IWF 13F-HR 11/12/2021, 08:26 AM
Q2 2021 76 $179M +$3.71M -$1.76M +$1.95M VTI, IWD, AAPL, VOO, IWF 13F-HR 8/16/2021, 06:06 PM
Q1 2021 74 $167M +$12.4M -$1.65M +$10.8M VTI, IWD, AAPL, VOO, IWF 13F-HR 5/11/2021, 10:09 AM
Q4 2020 63 $147M +$4.1M -$4.48M -$381K VTI, IWD, AAPL, VOO, TFLO 13F-HR 2/16/2021, 06:49 AM
Q3 2020 56 $132M +$3.76M -$3.96M -$201K VTI, IWD, TFLO, AAPL, VOO 13F-HR 11/6/2020, 03:07 PM
Q2 2020 54 $126M +$1.99M -$2.34M -$352K VTI, IWD, TFLO, AAPL, VOO 13F-HR 8/4/2020, 01:49 PM
Q1 2020 50 $119M +$2.19M -$9.16M -$6.97M VTI, IWD, TFLO, VOO, AAPL 13F-HR 5/5/2020, 12:33 PM
Q4 2019 62 $143M +$6.1M -$8.06M -$1.96M VTI, IWD, TFLO, VOO, AAPL 13F-HR 2/13/2020, 12:13 PM
Q3 2019 57 $137M +$1.95M -$7.39M -$5.44M VTI, IWD, TFLO, RDOG, VOO 13F-HR 10/30/2019, 04:28 PM
Q2 2019 57 $140M +$3.8M -$5.15M -$1.35M VTI, IWD, TFLO, RDOG, VOO 13F-HR 7/29/2019, 04:20 PM
Q1 2019 54 $137M +$7.38M -$1.49M +$5.89M VTI, IWD, TFLO, RDOG, USFR Restatement 4/19/2019, 08:58 AM
Q4 2018 52 $121M +$7.42M -$1.9M +$5.52M VTI, IWD, TFLO, RDOG, USFR 13F-HR 2/4/2019, 05:41 PM
Q3 2018 59 $129M +$10.1M -$12.5M -$2.38M VTI, IWD, TFLO, RDOG, USFR 13F-HR 11/13/2018, 07:54 PM
Q2 2018 354 $125M +$27.1M -$3.55M +$23.6M VTI, IWD, TFLO, RDOG, DVY 13F-HR 8/7/2018, 12:49 PM
Q1 2018 52 $99.2M +$1.65M -$15.2M -$13.5M VTI, IWD, RDOG, DVY, IWF 13F-HR 5/14/2018, 11:42 AM
Q4 2017 339 $116M +$2.08M -$5.58M -$3.5M VTI, IWD, RDOG, DVY, IWF 13F-HR 2/6/2018, 02:08 PM
Q3 2017 340 $114M $0 $0 VTI, IWD, RDOG, DVY, PGX 13F-HR 11/14/2017, 03:29 PM