Lantz Financial LLC: BP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantz Financial LLC on BP, newest first. How the timeline and the estimate are built.
Lantz Financial LLC held 30,230 BP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 30,230 sharesChange vs previous 13F +332 shares
0.2% of the 13F portfolio, value $1,116,986.
13F-HR 0001766883-26-000009 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,898 sharesChange vs previous 13F +159 shares
0.29% of the 13F portfolio, value $1,405,215.
13F-HR 0001766883-26-000005 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,739 sharesChange vs previous 13F -877 shares
0.22% of the 13F portfolio, value $1,032,850.
13F-HR 0001766883-26-000002 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,616 sharesChange vs previous 13F +1,423 shares
0.23% of the 13F portfolio, value $1,055,019.
13F-HR 0001766883-25-000008 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,193 sharesChange vs previous 13F +270 shares
0.22% of the 13F portfolio, value $873,750.
13F-HR 0001085146-25-003738 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,923 sharesChange vs previous 13F -505 shares
0.27% of the 13F portfolio, value $977,314.
13F-HR 0001085146-25-001925 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,428 sharesChange vs previous 13F -814 shares
0.23% of the 13F portfolio, value $869,896.
13F-HR 0001085146-25-000377 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,242 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $949,288.
13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).