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Disclosery

Lantz Financial LLC: IBMO position timeline

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

Lantz Financial LLC held 52,703 IBMO 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 52,703 shares
    Change vs previous 13F -141 shares

    0.25% of the 13F portfolio, value $1,351,310.

    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 52,844 shares
    Change vs previous 13F +10,240 shares

    0.28% of the 13F portfolio, value $1,354,392.

    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 42,604 shares
    Change vs previous 13F -1,001 shares

    0.23% of the 13F portfolio, value $1,092,239.

    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 43,605 shares
    Change vs previous 13F +3,136 shares

    0.25% of the 13F portfolio, value $1,118,905.

    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 40,469 shares
    Change vs previous 13F +1,036 shares

    0.26% of the 13F portfolio, value $1,036,938.

    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 39,433 shares
    Change vs previous 13F +78 shares

    0.28% of the 13F portfolio, value $1,007,899.

    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 39,355 shares
    Change vs previous 13F +8,742 shares

    0.27% of the 13F portfolio, value $1,001,970.

    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 30,613 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $785,387.

    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).