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Lantz Financial LLC: FE position timeline

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

Lantz Financial LLC held 11,132 FE 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 11,132 shares
    Change vs previous 13F +1,068 shares

    0.1% of the 13F portfolio, value $529,215.

    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 10,064 shares
    Change vs previous 13F +2,679 shares

    0.11% of the 13F portfolio, value $509,842.

    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 7,385 shares
    Change vs previous 13F +467 shares

    0.07% of the 13F portfolio, value $330,626.

    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 6,918 shares
    Change vs previous 13F +1,013 shares

    0.07% of the 13F portfolio, value $316,983.

    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 5,905 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $237,735.

    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).