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Disclosery

Lantz Financial LLC: CGUS position timeline

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

Lantz Financial LLC held 58,966 CGUS 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 58,966 shares
    Change vs previous 13F +4,281 shares

    0.48% of the 13F portfolio, value $2,622,807.

    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 54,685 shares
    Change vs previous 13F +4,999 shares

    0.43% of the 13F portfolio, value $2,101,006.

    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 49,686 shares
    Change vs previous 13F +5,239 shares

    0.42% of the 13F portfolio, value $1,998,877.

    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 44,447 shares
    Change vs previous 13F +1,265 shares

    0.39% of the 13F portfolio, value $1,757,452.

    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 43,182 shares
    Change vs previous 13F +3,069 shares

    0.4% of the 13F portfolio, value $1,594,711.

    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 40,113 shares
    Change vs previous 13F +2,880 shares

    0.37% of the 13F portfolio, value $1,339,762.

    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 37,233 shares
    Change vs previous 13F +2,206 shares

    0.35% of the 13F portfolio, value $1,302,025.

    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 35,027 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,200,712.

    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).