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Lantz Financial LLC: IBM position timeline

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

Lantz Financial LLC held 12,990 IBM 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 12,990 shares
    Change vs previous 13F -84 shares

    0.67% of the 13F portfolio, value $3,652,861.

    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 13,074 shares
    Change vs previous 13F -70 shares

    0.66% of the 13F portfolio, value $3,169,041.

    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 13,144 shares
    Change vs previous 13F -395 shares

    0.82% of the 13F portfolio, value $3,893,484.

    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 13,539 shares
    Change vs previous 13F +2,250 shares

    0.85% of the 13F portfolio, value $3,820,180.

    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 11,289 shares
    Change vs previous 13F -488 shares

    0.83% of the 13F portfolio, value $3,327,834.

    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 11,777 shares
    Change vs previous 13F +29 shares

    0.8% of the 13F portfolio, value $2,928,544.

    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 11,748 shares
    Change vs previous 13F -374 shares

    0.69% of the 13F portfolio, value $2,582,635.

    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 12,122 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,679,983.

    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).