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Disclosery

Lantz Financial LLC: EFG position timeline

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

Lantz Financial LLC held 33,603 EFG 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 33,603 shares
    Change vs previous 13F +6,219 shares

    0.77% of the 13F portfolio, value $4,180,918.

    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 27,384 shares
    Change vs previous 13F +18,892 shares

    0.63% of the 13F portfolio, value $3,049,756.

    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 8,492 shares
    Change vs previous 13F -4,018 shares

    0.2% of the 13F portfolio, value $967,409.

    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 12,510 shares
    Change vs previous 13F -14,675 shares

    0.32% of the 13F portfolio, value $1,424,621.

    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 27,185 shares
    Change vs previous 13F -2,055 shares

    0.76% of the 13F portfolio, value $3,044,703.

    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 29,240 shares
    Change vs previous 13F -12,230 shares

    0.8% of the 13F portfolio, value $2,923,964.

    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 41,470 shares
    Change vs previous 13F +5,256 shares

    1.07% of the 13F portfolio, value $4,015,505.

    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 36,214 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,898,462.

    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).