Skip to content
Disclosery

Lantz Financial LLC: IVV position timeline

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

Lantz Financial LLC held 56,577 IVV 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 56,577 shares
    Change vs previous 13F +9,630 shares

    7.76% of the 13F portfolio, value $42,369,682.

    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 46,947 shares
    Change vs previous 13F +4,614 shares

    6.34% of the 13F portfolio, value $30,666,349.

    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 42,333 shares
    Change vs previous 13F +138 shares

    6.12% of the 13F portfolio, value $28,995,429.

    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 42,195 shares
    Change vs previous 13F +719 shares

    6.25% of the 13F portfolio, value $28,241,275.

    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 41,476 shares
    Change vs previous 13F -8,750 shares

    6.42% of the 13F portfolio, value $25,752,163.

    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 50,226 shares
    Change vs previous 13F -6,583 shares

    7.72% of the 13F portfolio, value $28,222,010.

    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 56,809 shares
    Change vs previous 13F -464 shares

    8.91% of the 13F portfolio, value $33,442,219.

    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 57,273 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $33,036,455.

    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).