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Disclosery

Lantz Financial LLC: GEV position timeline

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

Lantz Financial LLC held 1,420 GEV 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 1,420 shares
    Change vs previous 13F -14 shares

    0.31% of the 13F portfolio, value $1,668,301.

    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 1,434 shares
    Change vs previous 13F -36 shares

    0.26% of the 13F portfolio, value $1,251,739.

    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 1,470 shares
    Change vs previous 13F +81 shares

    0.2% of the 13F portfolio, value $960,748.

    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 1,389 shares
    Change vs previous 13F +489 shares

    0.19% of the 13F portfolio, value $854,096.

    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 900 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $476,235.

    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 865 shares
    Change vs previous 13F -20 shares

    0.07% of the 13F portfolio, value $264,067.

    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 885 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $291,103.

    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 878 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $223,872.

    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).