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Disclosery

Lantz Financial LLC: BAI position timeline

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

Lantz Financial LLC held 81,318 BAI 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 81,318 shares
    Change vs previous 13F -10,097 shares

    0.78% of the 13F portfolio, value $4,287,104.

    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 91,415 shares
    Change vs previous 13F +10,421 shares

    0.62% of the 13F portfolio, value $3,012,136.

    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 80,994 shares
    Change vs previous 13F +14,460 shares

    0.57% of the 13F portfolio, value $2,697,112.

    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 66,534 shares
    Change vs previous 13F +38,522 shares

    0.5% of the 13F portfolio, value $2,272,802.

    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 28,012 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $808,147.

    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).