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Disclosery

Lantz Financial LLC: EFV position timeline

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

Lantz Financial LLC held 59,948 EFV 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 59,948 shares
    Change vs previous 13F -29,746 shares

    0.84% of the 13F portfolio, value $4,589,040.

    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 89,694 shares
    Change vs previous 13F +2,099 shares

    1.38% of the 13F portfolio, value $6,668,716.

    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 87,595 shares
    Change vs previous 13F -4,073 shares

    1.32% of the 13F portfolio, value $6,255,127.

    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 91,668 shares
    Change vs previous 13F -7,172 shares

    1.38% of the 13F portfolio, value $6,217,871.

    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 98,840 shares
    Change vs previous 13F +31,478 shares

    1.56% of the 13F portfolio, value $6,274,392.

    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 67,362 shares
    Change vs previous 13F -9,471 shares

    1.09% of the 13F portfolio, value $3,970,341.

    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 76,833 shares
    Change vs previous 13F +8,011 shares

    1.07% of the 13F portfolio, value $4,031,449.

    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 68,822 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,959,334.

    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).