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Disclosery

Lantz Financial LLC: WM position timeline

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

Lantz Financial LLC held 3,813 WM 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 3,813 shares
    Change vs previous 13F -9 shares

    0.16% of the 13F portfolio, value $849,749.

    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 3,822 shares
    Change vs previous 13F +26 shares

    0.18% of the 13F portfolio, value $878,162.

    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 3,796 shares
    Change vs previous 13F -8 shares

    0.18% of the 13F portfolio, value $833,928.

    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 3,804 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $839,946.

    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).