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Disclosery

Lantz Financial LLC: IBMP position timeline

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

Lantz Financial LLC held 42,353 IBMP 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 42,353 shares
    Change vs previous 13F +2,081 shares

    0.2% of the 13F portfolio, value $1,076,613.

    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 40,272 shares
    Change vs previous 13F +4,502 shares

    0.21% of the 13F portfolio, value $1,024,520.

    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 35,770 shares
    Change vs previous 13F +594 shares

    0.19% of the 13F portfolio, value $908,200.

    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 35,176 shares
    Change vs previous 13F +4,407 shares

    0.2% of the 13F portfolio, value $896,116.

    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 30,769 shares
    Change vs previous 13F +119 shares

    0.19% of the 13F portfolio, value $780,001.

    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 30,650 shares
    Change vs previous 13F +3,443 shares

    0.21% of the 13F portfolio, value $774,828.

    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 27,207 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $683,980.

    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).