• 13F History

Lantz Financial LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$365M
Signature - Title
Kristin Crowley - CCO
Location
Naperville, IL
Summary
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. Lantz Financial LLC reported 222 stock holdings with total value $365M as of Q1 2025. Top holdings included IVV, CGXU, HDV, VTI, and BJUN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 222 $365M +$18.6M -$26.7M -$8.17M IVV, CGXU, HDV, VTI, BJUN 13F-HR 4/8/2025, 12:26 PM
Q4 2024 227 $375M +$24M -$13.5M +$10.5M IVV, CGXU, HDV, MSFT, VTI 13F-HR 1/21/2025, 12:00 PM
Q3 2024 229 $369M +$39.5M -$12.5M +$27M IVV, CGXU, HDV, MSFT, BJUN 13F-HR 10/15/2024, 03:10 PM
Q2 2024 212 $322M +$30.1M -$16.5M +$13.6M IVV, MSFT, HDV, BJUN, VTI Restatement 8/7/2024, 02:49 PM
Q1 2024 206 $311M +$26.5M -$14.3M +$12.2M IVV, BSEP, MSFT, HDV, VTI 13F-HR 4/10/2024, 03:58 PM
Q4 2023 198 $277M +$21.3M -$17M +$4.3M IVV, BSEP, MSFT, HDV, VTI 13F-HR 1/12/2024, 12:49 PM
Q3 2023 186 $251M +$12.4M -$6.87M +$5.51M IVV, BSEP, HDV, MSFT, VTI 13F-HR 10/20/2023, 03:52 PM
Q2 2023 190 $255M +$8.03M -$2.29M +$5.74M IVV, BSEP, MSFT, VTI, HDV 13F-HR 7/12/2023, 04:29 PM
Q1 2023 190 $240M +$30.8M -$11M +$19.8M IVV, BSEP, MSFT, HDV, VTI 13F-HR 4/10/2023, 02:52 PM
Q4 2022 182 $220M +$24.7M -$5.59M +$19.1M IVV, BSEP, HDV, VTI, MSFT 13F-HR 1/23/2023, 01:47 PM
Q3 2022 163 $192M +$17.3M -$21.6M -$4.25M IVV, BSEP, HDV, VTI, MSFT 13F-HR 10/17/2022, 08:40 AM
Q2 2022 170 $222M +$36.7M -$12.9M +$23.8M IVV, HDV, BJUN, QUAL, MSFT 13F-HR 7/29/2022, 03:05 PM
Q1 2022 167 $246M +$45.4M -$6.44M +$39M IVV, VTI, HDV, QUAL, BAPR 13F-HR 5/5/2022, 04:07 PM
Q4 2021 150 $217M +$10M -$2.74M +$7.26M IVV, VTI, HDV, QUAL, MSFT 13F-HR 1/19/2022, 08:29 AM
Q3 2021 144 $195M +$8.39M -$5.16M +$3.22M IVV, VTI, HDV, QUAL, MSFT 13F-HR 10/14/2021, 04:30 PM
Q2 2021 145 $195M +$14.6M -$5.61M +$9.02M IVV, VTI, HDV, QUAL, MSFT 13F-HR 7/16/2021, 04:27 PM
Q1 2021 133 $176M +$11M -$5.48M +$5.55M VTI, IVV, HDV, QUAL, MSFT 13F-HR 4/19/2021, 09:34 AM
Q4 2020 123 $160M +$5.11M -$5.55M -$438K VTI, IVV, HDV, QUAL, MSFT 13F-HR 1/19/2021, 02:42 PM
Q3 2020 120 $149M +$7.09M -$1.08M +$6M VTI, IVV, HDV, QUAL, MSFT 13F-HR 10/9/2020, 11:49 AM
Q2 2020 113 $139M +$5.59M -$12.3M -$6.66M VTI, IVV, HDV, QUAL, MSFT 13F-HR 7/21/2020, 06:06 PM
Q1 2020 108 $128M +$13.9M -$4.44M +$9.43M IVV, VTI, HDV, MSFT, QUAL 13F-HR 4/10/2020, 04:13 PM
Q4 2019 131 $169M +$13.6M -$1.3M +$12.3M IVV, VTI, HDV, MSFT, BSCL 13F-HR 1/17/2020, 08:55 AM
Q3 2019 125 $148M +$6.76M -$1.11M +$5.65M IVV, VTI, HDV, MSFT, BSCJ 13F-HR 10/18/2019, 10:59 AM
Q2 2019 127 $148M +$10M -$3.21M +$6.8M IVV, VTI, HDV, MSFT, BSCJ 13F-HR 7/15/2019, 02:24 PM
Q1 2019 115 $138M IVV, VTI, HDV, MSFT, BSCJ 13F-HR 4/22/2019, 02:27 PM