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Disclosery

Lantz Financial LLC: USEP position timeline

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

Lantz Financial LLC held 9,430 USEP 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 9,430 shares
    Change vs previous 13F -51 shares

    0.07% of the 13F portfolio, value $389,742.

    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 9,481 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $366,623.

    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 9,481 shares
    Change vs previous 13F -56 shares

    0.08% of the 13F portfolio, value $372,895.

    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 9,537 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $368,796.

    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).