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Lantz Financial LLC: BRK-B position timeline

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

Lantz Financial LLC held 9,589 BRK-B 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 9,589 shares
    Change vs previous 13F +81 shares

    0.88% of the 13F portfolio, value $4,798,240.

    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 9,508 shares
    Change vs previous 13F -8 shares

    0.94% of the 13F portfolio, value $4,556,234.

    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 9,516 shares
    Change vs previous 13F +85 shares

    1.01% of the 13F portfolio, value $4,783,217.

    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 9,431 shares
    Change vs previous 13F -293 shares

    1.05% of the 13F portfolio, value $4,741,341.

    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 9,724 shares
    Change vs previous 13F -9 shares

    1.18% of the 13F portfolio, value $4,723,627.

    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 9,733 shares
    Change vs previous 13F +13 shares

    1.42% of the 13F portfolio, value $5,183,601.

    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 9,720 shares
    Change vs previous 13F +154 shares

    1.17% of the 13F portfolio, value $4,405,882.

    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 9,566 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,402,847.

    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).