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Lantz Financial LLC: VTI position timeline

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

Lantz Financial LLC held 41,154 VTI 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 41,154 shares
    Change vs previous 13F +1,024 shares

    2.79% of the 13F portfolio, value $15,228,691.

    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 40,130 shares
    Change vs previous 13F +2,031 shares

    2.66% of the 13F portfolio, value $12,874,229.

    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 38,099 shares
    Change vs previous 13F -451 shares

    2.7% of the 13F portfolio, value $12,773,405.

    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 38,550 shares
    Change vs previous 13F +649 shares

    2.8% of the 13F portfolio, value $12,650,935.

    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 37,901 shares
    Change vs previous 13F +368 shares

    2.87% of the 13F portfolio, value $11,519,381.

    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 37,533 shares
    Change vs previous 13F +615 shares

    2.82% of the 13F portfolio, value $10,315,467.

    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 36,918 shares
    Change vs previous 13F +169 shares

    2.85% of the 13F portfolio, value $10,699,118.

    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 36,749 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $10,405,806.

    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).