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Disclosery

Lantz Financial LLC: IVE position timeline

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

Lantz Financial LLC held 35,348 IVE 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 35,348 shares
    Change vs previous 13F -3,751 shares

    1.47% of the 13F portfolio, value $8,026,186.

    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 39,099 shares
    Change vs previous 13F +491 shares

    1.71% of the 13F portfolio, value $8,255,697.

    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 38,608 shares
    Change vs previous 13F +11,201 shares

    1.73% of the 13F portfolio, value $8,187,607.

    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 27,407 shares
    Change vs previous 13F +2,791 shares

    1.25% of the 13F portfolio, value $5,659,830.

    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 24,616 shares
    Change vs previous 13F +3,898 shares

    1.2% of the 13F portfolio, value $4,810,544.

    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 20,718 shares
    Change vs previous 13F +5,317 shares

    1.08% of the 13F portfolio, value $3,948,404.

    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 15,401 shares
    Change vs previous 13F +633 shares

    0.78% of the 13F portfolio, value $2,939,813.

    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 14,768 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,911,806.

    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).