Skip to content
Disclosery

Lantz Financial LLC: BSEP position timeline

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

Lantz Financial LLC held 63,431 BSEP 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 63,431 shares
    Change vs previous 13F -41 shares

    0.61% of the 13F portfolio, value $3,344,717.

    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 63,472 shares
    Change vs previous 13F -73 shares

    0.63% of the 13F portfolio, value $3,051,956.

    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 63,545 shares
    Change vs previous 13F -317 shares

    0.66% of the 13F portfolio, value $3,129,591.

    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 63,862 shares
    Change vs previous 13F +1,792 shares

    0.68% of the 13F portfolio, value $3,083,641.

    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 62,070 shares
    Change vs previous 13F -76 shares

    0.7% of the 13F portfolio, value $2,803,354.

    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 62,146 shares
    Change vs previous 13F -1,465 shares

    0.71% of the 13F portfolio, value $2,596,168.

    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 63,611 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,729,020.

    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 63,611 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,679,505.

    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).