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Disclosery

Lantz Financial LLC: DEO position timeline

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

Lantz Financial LLC held 5,496 DEO 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 5,496 shares
    Change vs previous 13F -4,440 shares

    0.08% of the 13F portfolio, value $441,768.

    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 9,936 shares
    Change vs previous 13F -1,896 shares

    0.15% of the 13F portfolio, value $739,735.

    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 11,832 shares
    Change vs previous 13F -6,447 shares

    0.22% of the 13F portfolio, value $1,020,747.

    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 18,279 shares
    Change vs previous 13F +68 shares

    0.39% of the 13F portfolio, value $1,744,365.

    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 18,211 shares
    Change vs previous 13F +3,129 shares

    0.46% of the 13F portfolio, value $1,836,397.

    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 15,082 shares
    Change vs previous 13F -442 shares

    0.43% of the 13F portfolio, value $1,580,443.

    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 15,524 shares
    Change vs previous 13F +353 shares

    0.53% of the 13F portfolio, value $1,973,566.

    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 15,171 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,129,098.

    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).