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Disclosery

Lantz Financial LLC: XEL position timeline

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

Lantz Financial LLC held 3,590 XEL 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 3,590 shares
    Change vs previous 13F -1,459 shares

    0.05% of the 13F portfolio, value $288,277.

    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 5,049 shares
    Change vs previous 13F -1,245 shares

    0.08% of the 13F portfolio, value $401,093.

    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 6,294 shares
    Change vs previous 13F -216 shares

    0.1% of the 13F portfolio, value $464,875.

    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 6,510 shares
    Change vs previous 13F +730 shares

    0.12% of the 13F portfolio, value $525,032.

    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 5,780 shares
    Change vs previous 13F +77 shares

    0.1% of the 13F portfolio, value $393,618.

    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 5,703 shares
    Change vs previous 13F +66 shares

    0.11% of the 13F portfolio, value $403,715.

    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 5,637 shares
    Change vs previous 13F -631 shares

    0.1% of the 13F portfolio, value $380,610.

    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 6,268 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $409,300.

    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).