Lantz Financial LLC: IBTH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantz Financial LLC on IBTH, newest first. How the timeline and the estimate are built.
Lantz Financial LLC held 153,534 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 153,534 sharesChange vs previous 13F +20,867 shares
0.63% of the 13F portfolio, value $3,434,560.
13F-HR 0001766883-26-000009 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 132,667 sharesChange vs previous 13F +15,866 shares
0.62% of the 13F portfolio, value $2,975,716.
13F-HR 0001766883-26-000005 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 116,801 sharesChange vs previous 13F -3,627 shares
0.55% of the 13F portfolio, value $2,624,508.
13F-HR 0001766883-26-000002 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 120,428 sharesChange vs previous 13F +2,766 shares
0.6% of the 13F portfolio, value $2,712,028.
13F-HR 0001766883-25-000008 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 117,662 sharesChange vs previous 13F +17,445 shares
0.66% of the 13F portfolio, value $2,646,212.
13F-HR 0001085146-25-003738 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 100,217 sharesChange vs previous 13F +1,205 shares
0.61% of the 13F portfolio, value $2,246,855.
13F-HR 0001085146-25-001925 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 99,012 sharesChange vs previous 13F +10,926 shares
0.59% of the 13F portfolio, value $2,197,743.
13F-HR 0001085146-25-000377 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 88,086 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $1,993,828.
13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).