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Disclosery

Lantz Financial LLC: MTUM position timeline

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

Lantz Financial LLC held 10,387 MTUM 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 10,387 shares
    Change vs previous 13F -1,405 shares

    0.65% of the 13F portfolio, value $3,560,867.

    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 11,792 shares
    Change vs previous 13F +1,179 shares

    0.59% of the 13F portfolio, value $2,829,874.

    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 10,613 shares
    Change vs previous 13F +3,919 shares

    0.56% of the 13F portfolio, value $2,656,434.

    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 6,694 shares
    Change vs previous 13F +621 shares

    0.38% of the 13F portfolio, value $1,716,785.

    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 6,073 shares
    Change vs previous 13F +685 shares

    0.36% of the 13F portfolio, value $1,459,541.

    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 5,388 shares
    Change vs previous 13F +813 shares

    0.3% of the 13F portfolio, value $1,089,125.

    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 4,575 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $946,687.

    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).