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Disclosery

Lantz Financial LLC: MRSH position timeline

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

Lantz Financial LLC held 7,769 MRSH 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 7,769 shares
    Change vs previous 13F -15 shares

    0.24% of the 13F portfolio, value $1,294,859.

    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 7,784 shares
    Change vs previous 13F +21 shares

    0.28% of the 13F portfolio, value $1,350,135.

    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 7,763 shares
    Change vs previous 13F +25 shares

    0.3% of the 13F portfolio, value $1,440,192.

    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 7,738 shares
    Change vs previous 13F -19 shares

    0.35% of the 13F portfolio, value $1,559,439.

    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 7,757 shares
    Change vs previous 13F -2 shares

    0.42% of the 13F portfolio, value $1,695,990.

    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 7,759 shares
    Change vs previous 13F +26 shares

    0.52% of the 13F portfolio, value $1,893,429.

    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 7,733 shares
    Change vs previous 13F -6 shares

    0.44% of the 13F portfolio, value $1,642,567.

    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 7,739 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,726,494.

    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).