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Disclosery

Lantz Financial LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantz Financial LLC on AAPL, newest first. How the timeline and the estimate are built.

Lantz Financial LLC held 34,799 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,799 shares
    Change vs previous 13F -1,060 shares

    1.84% of the 13F portfolio, value $10,069,495.

    13F-HR 0001766883-26-000009 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,859 shares
    Change vs previous 13F +1,599 shares

    1.88% of the 13F portfolio, value $9,100,621.

    13F-HR 0001766883-26-000005 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,260 shares
    Change vs previous 13F +48 shares

    1.97% of the 13F portfolio, value $9,313,946.

    13F-HR 0001766883-26-000002 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,212 shares
    Change vs previous 13F +1,599 shares

    1.93% of the 13F portfolio, value $8,711,400.

    13F-HR 0001766883-25-000008 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,613 shares
    Change vs previous 13F -131 shares

    1.67% of the 13F portfolio, value $6,691,162.

    13F-HR 0001085146-25-003738 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,744 shares
    Change vs previous 13F -375 shares

    1.99% of the 13F portfolio, value $7,273,347.

    13F-HR 0001085146-25-001925 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,119 shares
    Change vs previous 13F +537 shares

    2.21% of the 13F portfolio, value $8,293,698.

    13F-HR 0001085146-25-000377 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,582 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $7,591,715.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).