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Disclosery

Lantz Financial LLC: DFSV position timeline

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

Lantz Financial LLC held 191,670 DFSV 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 191,670 shares
    Change vs previous 13F +15,174 shares

    1.36% of the 13F portfolio, value $7,434,866.

    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 176,496 shares
    Change vs previous 13F +20,007 shares

    1.28% of the 13F portfolio, value $6,184,437.

    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 156,489 shares
    Change vs previous 13F +17,467 shares

    1.09% of the 13F portfolio, value $5,146,933.

    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 139,022 shares
    Change vs previous 13F +11,733 shares

    0.98% of the 13F portfolio, value $4,426,460.

    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 127,289 shares
    Change vs previous 13F -108,342 shares

    0.93% of the 13F portfolio, value $3,746,127.

    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 235,631 shares
    Change vs previous 13F +22,840 shares

    1.82% of the 13F portfolio, value $6,633,003.

    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 212,791 shares
    Change vs previous 13F +109,439 shares

    1.75% of the 13F portfolio, value $6,549,699.

    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 103,352 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,183,244.

    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).