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Disclosery

Lantz Financial LLC: IVW position timeline

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

Lantz Financial LLC held 65,630 IVW 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 65,630 shares
    Change vs previous 13F +513 shares

    1.65% of the 13F portfolio, value $9,026,100.

    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 65,117 shares
    Change vs previous 13F +4,843 shares

    1.52% of the 13F portfolio, value $7,365,360.

    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 60,274 shares
    Change vs previous 13F +3,123 shares

    1.57% of the 13F portfolio, value $7,429,314.

    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 57,151 shares
    Change vs previous 13F +3,014 shares

    1.53% of the 13F portfolio, value $6,899,296.

    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 54,137 shares
    Change vs previous 13F -2,473 shares

    1.49% of the 13F portfolio, value $5,960,473.

    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 56,610 shares
    Change vs previous 13F +3,004 shares

    1.44% of the 13F portfolio, value $5,255,069.

    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 53,606 shares
    Change vs previous 13F +672 shares

    1.45% of the 13F portfolio, value $5,442,641.

    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 52,934 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $5,068,418.

    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).