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Disclosery

Lantz Financial LLC: EXC position timeline

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

Lantz Financial LLC held 10,057 EXC 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 10,057 shares
    Change vs previous 13F +45 shares

    0.09% of the 13F portfolio, value $468,857.

    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 10,012 shares
    Change vs previous 13F +57 shares

    0.1% of the 13F portfolio, value $490,788.

    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 9,955 shares
    Change vs previous 13F -20 shares

    0.09% of the 13F portfolio, value $433,938.

    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 9,975 shares
    Change vs previous 13F +1,036 shares

    0.1% of the 13F portfolio, value $448,975.

    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 8,939 shares
    Change vs previous 13F +214 shares

    0.1% of the 13F portfolio, value $388,131.

    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 8,725 shares
    Change vs previous 13F -53 shares

    0.11% of the 13F portfolio, value $402,048.

    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 8,778 shares
    Change vs previous 13F +73 shares

    0.09% of the 13F portfolio, value $330,404.

    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 8,705 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $352,988.

    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).