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Disclosery

Lantz Financial LLC: IYW position timeline

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

Lantz Financial LLC held 3,496 IYW 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 3,496 shares
    Change vs previous 13F -123 shares

    0.16% of the 13F portfolio, value $881,796.

    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 3,619 shares
    Change vs previous 13F -251 shares

    0.14% of the 13F portfolio, value $656,559.

    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 3,870 shares
    Change vs previous 13F -1,057 shares

    0.16% of the 13F portfolio, value $772,762.

    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 4,927 shares
    Change vs previous 13F -7,736 shares

    0.21% of the 13F portfolio, value $965,002.

    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 12,663 shares
    Change vs previous 13F -1,243 shares

    0.55% of the 13F portfolio, value $2,194,176.

    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 13,906 shares
    Change vs previous 13F +353 shares

    0.53% of the 13F portfolio, value $1,953,002.

    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 13,553 shares
    Change vs previous 13F -582 shares

    0.58% of the 13F portfolio, value $2,162,018.

    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 14,135 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,143,187.

    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).