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Disclosery

Lantz Financial LLC: WFC position timeline

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

Lantz Financial LLC held 14,912 WFC 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 14,912 shares
    Change vs previous 13F -173 shares

    0.23% of the 13F portfolio, value $1,232,359.

    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 15,085 shares
    Change vs previous 13F +104 shares

    0.25% of the 13F portfolio, value $1,200,916.

    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 14,981 shares
    Change vs previous 13F -1,434 shares

    0.29% of the 13F portfolio, value $1,396,196.

    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 16,415 shares
    Change vs previous 13F +789 shares

    0.3% of the 13F portfolio, value $1,375,938.

    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 15,626 shares
    Change vs previous 13F +36 shares

    0.31% of the 13F portfolio, value $1,251,968.

    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 15,590 shares
    Change vs previous 13F +45 shares

    0.31% of the 13F portfolio, value $1,119,218.

    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 15,545 shares
    Change vs previous 13F -187 shares

    0.29% of the 13F portfolio, value $1,091,857.

    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 15,732 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $888,711.

    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).