Skip to content
Disclosery

Lantz Financial LLC: PM position timeline

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

Lantz Financial LLC held 15,672 PM 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 15,672 shares
    Change vs previous 13F +94 shares

    0.52% of the 13F portfolio, value $2,835,222.

    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 15,578 shares
    Change vs previous 13F -203 shares

    0.53% of the 13F portfolio, value $2,575,667.

    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 15,781 shares
    Change vs previous 13F +1,020 shares

    0.53% of the 13F portfolio, value $2,531,272.

    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 14,761 shares
    Change vs previous 13F +11,588 shares

    0.53% of the 13F portfolio, value $2,394,234.

    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 3,173 shares
    Change vs previous 13F -1,354 shares

    0.14% of the 13F portfolio, value $577,898.

    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 4,527 shares
    Change vs previous 13F +158 shares

    0.2% of the 13F portfolio, value $718,571.

    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 4,369 shares
    Change vs previous 13F -204 shares

    0.14% of the 13F portfolio, value $525,809.

    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 4,573 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $555,162.

    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).