Notify me when Lantz Financial LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 247 | $473,896,107 | +$54,452,128 | -$36,805,289 | +$17,646,839 | IVV, CGXU, HDV, VTI, MSFT | 13F-HR | 14 Jan 2026, 15:26 |
| Q3 2025 | 241 | $451,918,971 | +$38,280,729 | -$10,551,676 | +$27,729,053 | IVV, CGXU, MSFT, HDV, VTI | 13F-HR | 05 Nov 2025, 17:42 |
| Q2 2025 | 235 | $401,241,005 | +$32,924,213 | -$17,459,097 | +$15,465,116 | IVV, CGXU, MSFT, HDV, VTI | 13F-HR | 11 Jul 2025, 11:16 |
| Q1 2025 | 222 | $365,395,692 | +$18,553,296 | -$26,726,854 | -$8,173,558 | IVV, CGXU, HDV, VTI, BJUN | 13F-HR | 08 Apr 2025, 12:26 |
| Q4 2024 | 227 | $375,192,156 | +$24,015,979 | -$13,477,476 | +$10,538,503 | IVV, CGXU, HDV, MSFT, VTI | 13F-HR | 21 Jan 2025, 12:00 |
| Q3 2024 | 229 | $369,396,221 | +$39,513,072 | -$12,464,240 | +$27,048,832 | IVV, CGXU, HDV, MSFT, BJUN | 13F-HR | 15 Oct 2024, 15:10 |
| Q2 2024 | 212 | $321,889,057 | +$30,093,336 | -$16,514,138 | +$13,579,198 | IVV, MSFT, HDV, BJUN, VTI | Restatement | 07 Aug 2024, 14:49 |
| Q1 2024 | 206 | $310,731,394 | +$26,510,832 | -$14,264,898 | +$12,245,934 | IVV, BSEP, MSFT, HDV, VTI | 13F-HR | 10 Apr 2024, 15:58 |
| Q4 2023 | 198 | $276,875,610 | +$21,291,068 | -$16,992,215 | +$4,298,853 | IVV, BSEP, MSFT, HDV, VTI | 13F-HR | 12 Jan 2024, 12:49 |
| Q3 2023 | 186 | $251,323,736 | +$12,378,413 | -$8,480,055 | +$3,898,358 | IVV, BSEP, HDV, MSFT, VTI | 13F-HR | 20 Oct 2023, 15:52 |
| Q2 2023 | 190 | $255,397,294 | +$8,028,913 | -$3,709,249 | +$4,319,664 | IVV, BSEP, MSFT, VTI, HDV | 13F-HR | 12 Jul 2023, 16:29 |
| Q1 2023 | 190 | $240,451,781 | +$30,767,750 | -$18,434,617 | +$12,333,133 | IVV, BSEP, MSFT, HDV, VTI | 13F-HR | 10 Apr 2023, 14:52 |
| Q4 2022 | 182 | $219,857,703 | +$24,662,270 | -$13,120,885 | +$11,541,385 | IVV, BSEP, HDV, VTI, MSFT | 13F-HR | 23 Jan 2023, 14:47 |
| Q3 2022 | 163 | $192,188,000 | +$17,324,765 | -$32,044,419 | -$14,719,654 | IVV, BSEP, HDV, VTI, MSFT | 13F-HR | 17 Oct 2022, 08:40 |
| Q2 2022 | 170 | $221,559,000 | +$36,676,679 | -$30,997,695 | +$5,678,984 | IVV, HDV, BJUN, QUAL, MSFT | 13F-HR | 29 Jul 2022, 15:05 |
| Q1 2022 | 167 | $245,717,000 | +$45,441,495 | -$9,467,891 | +$35,973,604 | IVV, VTI, HDV, QUAL, BAPR | 13F-HR | 05 May 2022, 16:07 |
| Q4 2021 | 150 | $217,143,000 | +$9,998,118 | -$6,627,129 | +$3,370,989 | IVV, VTI, HDV, QUAL, MSFT | 13F-HR | 19 Jan 2022, 09:29 |
| Q3 2021 | 144 | $195,055,000 | +$8,386,793 | -$5,163,342 | +$3,223,451 | IVV, VTI, HDV, QUAL, MSFT | 13F-HR | 14 Oct 2021, 16:30 |
| Q2 2021 | 145 | $194,544,000 | +$14,631,550 | -$5,607,755 | +$9,023,795 | IVV, VTI, HDV, QUAL, MSFT | 13F-HR | 16 Jul 2021, 16:27 |
| Q1 2021 | 133 | $175,662,000 | +$10,904,779 | -$5,479,490 | +$5,425,289 | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 19 Apr 2021, 09:34 |
| Q4 2020 | 123 | $160,283,000 | +$5,113,442 | -$8,749,677 | -$3,636,235 | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 19 Jan 2021, 15:42 |
| Q3 2020 | 120 | $148,705,000 | +$7,086,574 | -$1,507,840 | +$5,578,734 | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 09 Oct 2020, 11:49 |
| Q2 2020 | 113 | $138,933,000 | +$5,593,607 | -$12,842,372 | -$7,248,765 | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 21 Jul 2020, 18:06 |
| Q1 2020 | 108 | $127,619,000 | +$13,875,149 | -$25,153,789 | -$11,278,640 | IVV, VTI, HDV, MSFT, QUAL | 13F-HR | 10 Apr 2020, 16:13 |
| Q4 2019 | 131 | $168,900,000 | +$13,583,112 | -$6,986,522 | +$6,596,590 | IVV, VTI, HDV, MSFT, BSCL | 13F-HR | 17 Jan 2020, 09:55 |
| Q3 2019 | 125 | $148,184,000 | +$6,758,371 | -$2,367,570 | +$4,390,801 | IVV, VTI, HDV, MSFT, BSCJ | 13F-HR | 18 Oct 2019, 10:59 |
| Q2 2019 | 127 | $147,722,000 | +$10,011,480 | -$5,138,812 | +$4,872,668 | IVV, VTI, HDV, MSFT, BSCJ | 13F-HR | 15 Jul 2019, 14:24 |
| Q1 2019 | 115 | $137,885,000 | $0 | $0 | $0 | IVV, VTI, HDV, MSFT, BSCJ | 13F-HR | 22 Apr 2019, 14:27 |