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Disclosery

Lantz Financial LLC: UJAN position timeline

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

Lantz Financial LLC held 54,822 UJAN 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 54,822 shares
    Change vs previous 13F -395 shares

    0.46% of the 13F portfolio, value $2,485,202.

    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 55,217 shares
    Change vs previous 13F -595 shares

    0.49% of the 13F portfolio, value $2,347,275.

    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 55,812 shares
    Change vs previous 13F +3,883 shares

    0.51% of the 13F portfolio, value $2,414,427.

    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 51,929 shares
    Change vs previous 13F -664 shares

    0.48% of the 13F portfolio, value $2,187,551.

    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 52,593 shares
    Change vs previous 13F -25 shares

    0.53% of the 13F portfolio, value $2,127,508.

    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 52,618 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,006,935.

    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).