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Disclosery

Lantz Financial LLC: CB position timeline

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

Lantz Financial LLC held 8,298 CB 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 8,298 shares
    Change vs previous 13F -101 shares

    0.52% of the 13F portfolio, value $2,827,461.

    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 8,399 shares
    Change vs previous 13F -493 shares

    0.57% of the 13F portfolio, value $2,737,486.

    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 8,892 shares
    Change vs previous 13F -178 shares

    0.59% of the 13F portfolio, value $2,775,371.

    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 9,070 shares
    Change vs previous 13F -37 shares

    0.57% of the 13F portfolio, value $2,560,008.

    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 9,107 shares
    Change vs previous 13F -99 shares

    0.66% of the 13F portfolio, value $2,638,480.

    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 9,206 shares
    Change vs previous 13F -415 shares

    0.76% of the 13F portfolio, value $2,780,120.

    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 9,621 shares
    Change vs previous 13F -83 shares

    0.71% of the 13F portfolio, value $2,658,282.

    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 9,704 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,798,537.

    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).