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Roger Wittlin Investment Advisory, LLC: LONZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roger Wittlin Investment Advisory, LLC on LONZ, newest first. How the timeline and the estimate are built.

Roger Wittlin Investment Advisory, LLC held 60,842 LONZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,842 shares
    Change vs previous 13F -7,163 shares

    2.36% of the 13F portfolio, value $3,000,152.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 68,005 shares
    Change vs previous 13F -81,344 shares

    2.75% of the 13F portfolio, value $3,358,084.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 149,349 shares
    Change vs previous 13F -83,482 shares

    5.25% of the 13F portfolio, value $7,509,286.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 232,831 shares
    Change vs previous 13F -18,688 shares

    6.61% of the 13F portfolio, value $11,890,658.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 251,519 shares
    Change vs previous 13F -39,607 shares

    7.15% of the 13F portfolio, value $12,825,713.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, 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 291,126 shares
    Change vs previous 13F +6,554 shares

    8.58% of the 13F portfolio, value $14,668,405.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, 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 284,572 shares
    Change vs previous 13F +65,367 shares

    8.14% of the 13F portfolio, value $14,541,684.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, 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 219,205 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $11,210,157.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).