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Disclosery

Lantz Financial LLC: VUG position timeline

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

Lantz Financial LLC held 22,487 VUG 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 22,487 shares
    Change vs previous 13F +18,737 shares

    0.35% of the 13F portfolio, value $1,937,007.

    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 3,750 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,637,843.

    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 3,750 shares
    Change vs previous 13F +117 shares

    0.39% of the 13F portfolio, value $1,829,342.

    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 3,633 shares
    Change vs previous 13F -22 shares

    0.39% of the 13F portfolio, value $1,742,292.

    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 3,655 shares
    Change vs previous 13F -260 shares

    0.4% of the 13F portfolio, value $1,602,193.

    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 3,915 shares
    Change vs previous 13F -4 shares

    0.4% of the 13F portfolio, value $1,451,626.

    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 3,919 shares
    Change vs previous 13F +29 shares

    0.43% of the 13F portfolio, value $1,608,322.

    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 3,890 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,493,655.

    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).