Skip to content
Disclosery

Lantz Financial LLC: DOW position timeline

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

Lantz Financial LLC held 37,264 DOW 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 37,264 shares
    Change vs previous 13F -15 shares

    0.19% of the 13F portfolio, value $1,019,543.

    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 37,279 shares
    Change vs previous 13F +11,181 shares

    0.32% of the 13F portfolio, value $1,552,670.

    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 26,098 shares
    Change vs previous 13F -11,536 shares

    0.13% of the 13F portfolio, value $610,171.

    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 37,634 shares
    Change vs previous 13F -1,833 shares

    0.19% of the 13F portfolio, value $862,948.

    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 39,467 shares
    Change vs previous 13F +9,473 shares

    0.26% of the 13F portfolio, value $1,045,086.

    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 29,994 shares
    Change vs previous 13F -702 shares

    0.29% of the 13F portfolio, value $1,047,390.

    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 30,696 shares
    Change vs previous 13F -51 shares

    0.33% of the 13F portfolio, value $1,231,830.

    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 30,747 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,679,709.

    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).