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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

  1. period ended2026-06-30
    13F 153,534 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 132,667 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 116,801 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,428 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 117,662 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 100,217 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 99,012 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 88,086 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).