Watts Gwilliam & Co., LLC: LONZ position timeline

Watts Gwilliam & Co., LLC held 53,484 LONZ shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 53,484 shares

   Change vs previous 13F -3,141 shares

   0.44% of the 13F portfolio, value $2,731,434.

   13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
   Filed 2025-11-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 56,625 shares

   Change vs previous 13F +12,068 shares

   0.47% of the 13F portfolio, value $2,884,739.

   13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
   Filed 2025-09-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-03-31

   13F 44,557 shares

   Change vs previous 13F -4,589 shares

   0.49% of the 13F portfolio, value $2,245,019.

   13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 49,146 shares

   Change vs previous 13F +13,259 shares

   0.53% of the 13F portfolio, value $2,513,474.

   13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 35,887 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $1,831,304.

   13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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