Skip to content
Disclosery

Lantz Financial LLC: MSFT position timeline

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

Lantz Financial LLC held 25,040 MSFT 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 25,040 shares
    Change vs previous 13F -702 shares

    1.71% of the 13F portfolio, value $9,340,324.

    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 25,742 shares
    Change vs previous 13F -646 shares

    1.97% of the 13F portfolio, value $9,529,013.

    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 26,388 shares
    Change vs previous 13F +438 shares

    2.69% of the 13F portfolio, value $12,761,616.

    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 25,950 shares
    Change vs previous 13F +1,740 shares

    2.97% of the 13F portfolio, value $13,440,643.

    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 24,210 shares
    Change vs previous 13F +580 shares

    3% of the 13F portfolio, value $12,042,142.

    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 23,630 shares
    Change vs previous 13F -2,581 shares

    2.43% of the 13F portfolio, value $8,870,349.

    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 26,211 shares
    Change vs previous 13F -65 shares

    2.94% of the 13F portfolio, value $11,047,806.

    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 26,276 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $11,306,429.

    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).