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Disclosery

Lantz Financial LLC: WEC position timeline

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

Lantz Financial LLC held 26,829 WEC 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 26,829 shares
    Change vs previous 13F +556 shares

    0.57% of the 13F portfolio, value $3,132,822.

    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 26,273 shares
    Change vs previous 13F -49 shares

    0.63% of the 13F portfolio, value $3,041,625.

    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 26,322 shares
    Change vs previous 13F -1,061 shares

    0.59% of the 13F portfolio, value $2,775,918.

    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 27,383 shares
    Change vs previous 13F -27 shares

    0.69% of the 13F portfolio, value $3,137,818.

    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 27,410 shares
    Change vs previous 13F -282 shares

    0.71% of the 13F portfolio, value $2,856,122.

    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 27,692 shares
    Change vs previous 13F -1,115 shares

    0.83% of the 13F portfolio, value $3,017,874.

    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 28,807 shares
    Change vs previous 13F -971 shares

    0.72% of the 13F portfolio, value $2,709,010.

    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 29,778 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,864,048.

    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).