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Disclosery

Lantz Financial LLC: TROW position timeline

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

Lantz Financial LLC held 15,130 TROW 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 15,130 shares
    Change vs previous 13F +255 shares

    0.31% of the 13F portfolio, value $1,720,130.

    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 14,875 shares
    Change vs previous 13F -1,078 shares

    0.28% of the 13F portfolio, value $1,340,833.

    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 15,953 shares
    Change vs previous 13F +14 shares

    0.34% of the 13F portfolio, value $1,633,268.

    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 15,939 shares
    Change vs previous 13F +170 shares

    0.36% of the 13F portfolio, value $1,635,979.

    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 15,769 shares
    Change vs previous 13F +282 shares

    0.38% of the 13F portfolio, value $1,521,709.

    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 15,487 shares
    Change vs previous 13F -845 shares

    0.39% of the 13F portfolio, value $1,422,791.

    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 16,332 shares
    Change vs previous 13F +783 shares

    0.49% of the 13F portfolio, value $1,846,986.

    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 15,549 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,693,753.

    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).