Current Market Value 401,241,005
Current Holdings 235
Most Recent File Date 2025-07-11
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lantz Financial LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-11 2025-06-30 13F-HR 235 401,241
2025-04-08 2025-03-31 13F-HR 222 365,396
2025-01-21 2024-12-31 13F-HR 227 375,192
2024-10-15 2024-09-30 13F-HR 229 369,396
2024-08-07 2024-06-30 13F-HR/A 1 R 212 321,889
2024-07-10 2024-06-30 13F-HR 212 321,889
2024-04-10 2024-03-31 13F-HR 206 310,731
2024-01-12 2023-12-31 13F-HR 198 276,876
2023-10-20 2023-09-30 13F-HR 186 251,324
2023-07-12 2023-06-30 13F-HR 190 255,397
2023-04-10 2023-03-31 13F-HR 190 240,452
2023-01-23 2022-12-31 13F-HR 182 219,858
2022-10-17 2022-09-30 13F-HR 163 192,188
2022-07-29 2022-06-30 13F-HR 170 221,559
2022-01-19 2021-12-31 13F-HR 150 217,143
2021-10-14 2021-09-30 13F-HR 144 195,055
2021-07-16 2021-06-30 13F-HR 145 194,544
2021-04-19 2021-03-31 13F-HR 133 175,784
2021-01-19 2020-12-31 13F-HR 123 160,283
2020-10-09 2020-09-30 13F-HR 120 148,705
2020-07-22 2020-06-30 13F-HR 113 138,933
2020-04-10 2020-03-31 13F-HR 108 127,619
2020-01-17 2019-12-31 13F-HR 131 168,900
2019-10-18 2019-09-30 13F-HR 125 148,184
2019-07-15 2019-06-30 13F-HR 127 147,722
2019-04-22 2019-03-31 13F-HR 115 137,885