True Wealth Design’s Landmark Bancorp LARK Stock Holding History

True Wealth Design’s Portfolio LARK Stock Details LARK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$62	Buy	2 +1	+100%	+$32	﹤0.01%	2497
2026 Q2	$31	Buy	+1	New	+$28	﹤0.01%	2620
2025 Q4	–	Sell	-1	Closed	-$27	–	2704
2025 Q3	$27	Buy	+1	New	+$25	﹤0.01%	2642

Other funds holding LARK

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design's LARK Position: Q3 2026 in Review

True Wealth Design increased its Landmark Bancorp (LARK) stake by 100% in Q3 2026, buying an estimated $32 and bringing the position to 2 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

True Wealth Design first reported a position in LARK in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold LARK as of Q3 2026.

True Wealth Design held 2 shares of Landmark Bancorp worth $62 as of Q3 2026.
True Wealth Design bought 1 Landmark Bancorp share in Q3 2026, an estimated $32.
Landmark Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2497 holding.
True Wealth Design first reported a position in Landmark Bancorp in Q3 2025 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held Landmark Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.