Skip to content
Disclosery

Lantz Financial LLC: SCHV position timeline

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

Lantz Financial LLC held 23,971 SCHV 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 23,971 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $834,431.

    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 23,971 shares
    Change vs previous 13F +361 shares

    0.15% of the 13F portfolio, value $731,116.

    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 23,610 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $699,092.

    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 23,610 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $687,287.

    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 23,610 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $653,289.

    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 23,610 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $627,554.

    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 23,610 shares
    Change vs previous 13F +15,740 shares

    0.16% of the 13F portfolio, value $615,513.

    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 7,870 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $632,512.

    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).