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Disclosery

Lantz Financial LLC: BOCT position timeline

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

Lantz Financial LLC held 22,899 BOCT 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 22,899 shares
    Change vs previous 13F -47 shares

    0.22% of the 13F portfolio, value $1,214,139.

    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 22,946 shares
    Change vs previous 13F -65 shares

    0.23% of the 13F portfolio, value $1,101,105.

    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 23,011 shares
    Change vs previous 13F +4,131 shares

    0.24% of the 13F portfolio, value $1,137,309.

    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 18,880 shares
    Change vs previous 13F +57 shares

    0.2% of the 13F portfolio, value $914,170.

    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 18,823 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $855,505.

    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 18,823 shares
    Change vs previous 13F -250 shares

    0.22% of the 13F portfolio, value $791,247.

    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 19,073 shares
    Change vs previous 13F +1,302 shares

    0.22% of the 13F portfolio, value $824,431.

    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 17,771 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $754,379.

    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).