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Disclosery

Lantz Financial LLC: BR position timeline

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

Lantz Financial LLC held 9,181 BR 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 9,181 shares
    Change vs previous 13F +374 shares

    0.23% of the 13F portfolio, value $1,257,338.

    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 8,807 shares
    Change vs previous 13F -388 shares

    0.3% of the 13F portfolio, value $1,430,961.

    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 9,195 shares
    Change vs previous 13F -298 shares

    0.43% of the 13F portfolio, value $2,052,048.

    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 9,493 shares
    Change vs previous 13F -27 shares

    0.5% of the 13F portfolio, value $2,260,948.

    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 9,520 shares
    Change vs previous 13F -138 shares

    0.58% of the 13F portfolio, value $2,313,646.

    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 9,658 shares
    Change vs previous 13F -460 shares

    0.64% of the 13F portfolio, value $2,341,679.

    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 10,118 shares
    Change vs previous 13F +4 shares

    0.61% of the 13F portfolio, value $2,287,579.

    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 10,114 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,174,813.

    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).