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Disclosery

Lantz Financial LLC: IBTG position timeline

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

Lantz Financial LLC held 151,949 IBTG 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 151,949 shares
    Change vs previous 13F +16,656 shares

    0.64% of the 13F portfolio, value $3,478,106.

    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 135,293 shares
    Change vs previous 13F +17,727 shares

    0.64% of the 13F portfolio, value $3,100,245.

    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 117,566 shares
    Change vs previous 13F -5,889 shares

    0.57% of the 13F portfolio, value $2,689,317.

    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 123,455 shares
    Change vs previous 13F -217 shares

    0.63% of the 13F portfolio, value $2,833,285.

    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 123,672 shares
    Change vs previous 13F +9,554 shares

    0.71% of the 13F portfolio, value $2,835,794.

    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 114,118 shares
    Change vs previous 13F +217 shares

    0.72% of the 13F portfolio, value $2,617,859.

    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 113,901 shares
    Change vs previous 13F -5,663 shares

    0.69% of the 13F portfolio, value $2,598,089.

    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 119,564 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,757,747.

    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).