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Disclosery

Lantz Financial LLC: QUAL position timeline

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

Lantz Financial LLC held 12,085 QUAL 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 12,085 shares
    Change vs previous 13F -13,557 shares

    0.49% of the 13F portfolio, value $2,651,812.

    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 25,642 shares
    Change vs previous 13F +234 shares

    1.02% of the 13F portfolio, value $4,918,479.

    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 25,408 shares
    Change vs previous 13F -10,916 shares

    1.06% of the 13F portfolio, value $5,046,593.

    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 36,324 shares
    Change vs previous 13F -1,280 shares

    1.56% of the 13F portfolio, value $7,065,028.

    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 37,604 shares
    Change vs previous 13F +2,378 shares

    1.71% of the 13F portfolio, value $6,874,689.

    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 35,226 shares
    Change vs previous 13F +4,690 shares

    1.65% of the 13F portfolio, value $6,019,802.

    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 30,536 shares
    Change vs previous 13F +880 shares

    1.45% of the 13F portfolio, value $5,437,809.

    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 29,656 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $5,317,385.

    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).