Skip to content
Disclosery

Lantz Financial LLC: SGOV position timeline

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

Lantz Financial LLC held 30,808 SGOV 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 30,808 shares
    Change vs previous 13F +16,422 shares

    0.57% of the 13F portfolio, value $3,101,441.

    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 14,386 shares
    Change vs previous 13F +2,137 shares

    0.3% of the 13F portfolio, value $1,448,095.

    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 12,249 shares
    Change vs previous 13F -7,251 shares

    0.26% of the 13F portfolio, value $1,229,555.

    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 19,500 shares
    Change vs previous 13F -10,308 shares

    0.43% of the 13F portfolio, value $1,963,650.

    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 29,808 shares
    Change vs previous 13F +8,800 shares

    0.75% of the 13F portfolio, value $3,001,368.

    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 21,008 shares
    Change vs previous 13F +7,628 shares

    0.58% of the 13F portfolio, value $2,114,875.

    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 13,380 shares
    Change vs previous 13F +1,759 shares

    0.36% of the 13F portfolio, value $1,342,282.

    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 11,621 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,170,467.

    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).