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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

  1. period ended2026-06-30
    13F 202,575 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 205,447 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 193,935 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 195,164 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 195,982 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,546 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).