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Disclosery

Lantz Financial LLC: AEP position timeline

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

Lantz Financial LLC held 0 AEP shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,877 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,877 shares
    Change vs previous 13F -558 shares

    0.07% of the 13F portfolio, value $331,747.

    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).

  3. period ended2025-09-30
    13F 3,435 shares
    Change vs previous 13F +132 shares

    0.09% of the 13F portfolio, value $386,438.

    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).

  4. period ended2025-06-30
    13F 3,303 shares
    Change vs previous 13F +38 shares

    0.09% of the 13F portfolio, value $342,719.

    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).

  5. period ended2025-03-31
    13F 3,265 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $356,767.

    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).

  6. period ended2024-12-31
    13F 3,249 shares
    Change vs previous 13F +115 shares

    0.08% of the 13F portfolio, value $299,655.

    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).

  7. period ended2024-09-30
    13F 3,134 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $321,548.

    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).