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Disclosery

Lantz Financial LLC: CVS position timeline

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

Lantz Financial LLC held 4,874 CVS 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 4,874 shares
    Change vs previous 13F +85 shares

    0.09% of the 13F portfolio, value $504,215.

    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 4,789 shares
    Change vs previous 13F -44 shares

    0.07% of the 13F portfolio, value $343,946.

    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 4,833 shares
    Change vs previous 13F +141 shares

    0.08% of the 13F portfolio, value $383,547.

    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 4,692 shares
    Change vs previous 13F +1,188 shares

    0.08% of the 13F portfolio, value $353,730.

    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 3,504 shares
    Change vs previous 13F +113 shares

    0.06% of the 13F portfolio, value $241,706.

    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 3,391 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $229,740.

    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).