Lantz Financial LLC: UMAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantz Financial LLC on UMAR, newest first. How the timeline and the estimate are built.
Lantz Financial LLC held 202,575 UMAR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 202,575 sharesChange vs previous 13F -2,872 shares
1.57% of the 13F portfolio, value $8,557,841.
13F-HR 0001766883-26-000009 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 205,447 sharesChange vs previous 13F +11,512 shares
1.69% of the 13F portfolio, value $8,164,464.
13F-HR 0001766883-26-000005 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 193,935 sharesChange vs previous 13F -1,229 shares
1.63% of the 13F portfolio, value $7,747,665.
13F-HR 0001766883-26-000002 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 195,164 sharesChange vs previous 13F -818 shares
1.68% of the 13F portfolio, value $7,613,348.
13F-HR 0001766883-25-000008 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 195,982 sharesChange vs previous 13F +188,436 shares
1.84% of the 13F portfolio, value $7,370,883.
13F-HR 0001085146-25-003738 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,546 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $268,260.
13F-HR 0001085146-25-001925 filed by Lantz Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).