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Disclosery

Lantz Financial LLC: WMT position timeline

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

Lantz Financial LLC held 10,431 WMT 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 10,431 shares
    Change vs previous 13F -436 shares

    0.22% of the 13F portfolio, value $1,181,468.

    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 10,867 shares
    Change vs previous 13F +384 shares

    0.28% of the 13F portfolio, value $1,350,609.

    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 10,483 shares
    Change vs previous 13F +218 shares

    0.25% of the 13F portfolio, value $1,167,963.

    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 10,265 shares
    Change vs previous 13F +200 shares

    0.23% of the 13F portfolio, value $1,057,959.

    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 10,065 shares
    Change vs previous 13F +127 shares

    0.25% of the 13F portfolio, value $984,201.

    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 9,938 shares
    Change vs previous 13F +93 shares

    0.24% of the 13F portfolio, value $872,498.

    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 9,845 shares
    Change vs previous 13F +311 shares

    0.24% of the 13F portfolio, value $889,538.

    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 9,534 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $769,908.

    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).