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Disclosery

Lantz Financial LLC: FDV position timeline

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

Lantz Financial LLC held 488,669 FDV 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 488,669 shares
    Change vs previous 13F +40,985 shares

    2.81% of the 13F portfolio, value $15,339,336.

    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 447,684 shares
    Change vs previous 13F +54,629 shares

    2.85% of the 13F portfolio, value $13,788,682.

    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 393,055 shares
    Change vs previous 13F +52,130 shares

    2.37% of the 13F portfolio, value $11,245,314.

    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 340,925 shares
    Change vs previous 13F +30,508 shares

    2.16% of the 13F portfolio, value $9,757,279.

    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 310,417 shares
    Change vs previous 13F +33,465 shares

    2.12% of the 13F portfolio, value $8,524,054.

    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 276,952 shares
    Change vs previous 13F +33,347 shares

    2.13% of the 13F portfolio, value $7,798,975.

    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 243,605 shares
    Change vs previous 13F +20,793 shares

    1.73% of the 13F portfolio, value $6,479,892.

    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 222,812 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $6,218,599.

    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).