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Disclosery

Lantz Financial LLC: HDV position timeline

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

Lantz Financial LLC held 585,336 HDV 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 585,336 shares
    Change vs previous 13F +470,806 shares

    2.94% of the 13F portfolio, value $16,044,059.

    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 114,530 shares
    Change vs previous 13F +4,985 shares

    3.21% of the 13F portfolio, value $15,544,016.

    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 109,545 shares
    Change vs previous 13F +4,053 shares

    2.81% of the 13F portfolio, value $13,321,783.

    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 105,492 shares
    Change vs previous 13F +2,829 shares

    2.86% of the 13F portfolio, value $12,917,522.

    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 102,663 shares
    Change vs previous 13F +2,036 shares

    3% of the 13F portfolio, value $12,029,012.

    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 100,627 shares
    Change vs previous 13F +1,588 shares

    3.34% of the 13F portfolio, value $12,187,991.

    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 99,039 shares
    Change vs previous 13F +929 shares

    2.96% of the 13F portfolio, value $11,118,081.

    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 98,110 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $11,539,720.

    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).