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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 241 | $452M | +$38.3M | -$10.6M | +$27.7M | IVV, CGXU, MSFT, HDV, VTI | 13F-HR | 05 Nov 2025, 17:42 |
| Q2 2025 | 235 | $401M | +$32.9M | -$17.5M | +$15.5M | IVV, CGXU, MSFT, HDV, VTI | 13F-HR | 11 Jul 2025, 11:16 |
| Q1 2025 | 222 | $365M | +$18.6M | -$26.7M | -$8.17M | IVV, CGXU, HDV, VTI, BJUN | 13F-HR | 08 Apr 2025, 12:26 |
| Q4 2024 | 227 | $375M | +$24M | -$13.5M | +$10.5M | IVV, CGXU, HDV, MSFT, VTI | 13F-HR | 21 Jan 2025, 12:00 |
| Q3 2024 | 229 | $369M | +$39.5M | -$12.5M | +$27M | IVV, CGXU, HDV, MSFT, BJUN | 13F-HR | 15 Oct 2024, 15:10 |
| Q2 2024 | 212 | $322M | +$30.1M | -$16.5M | +$13.6M | IVV, MSFT, HDV, BJUN, VTI | Restatement | 07 Aug 2024, 14:49 |
| Q1 2024 | 206 | $311M | +$26.5M | -$14.3M | +$12.2M | IVV, BSEP, MSFT, HDV, VTI | 13F-HR | 10 Apr 2024, 15:58 |
| Q4 2023 | 198 | $277M | +$21.3M | -$17M | +$4.3M | IVV, BSEP, MSFT, HDV, VTI | 13F-HR | 12 Jan 2024, 12:49 |
| Q3 2023 | 186 | $251M | +$12.4M | -$6.87M | +$5.51M | IVV, BSEP, HDV, MSFT, VTI | 13F-HR | 20 Oct 2023, 15:52 |
| Q2 2023 | 190 | $255M | +$8.03M | -$2.29M | +$5.74M | IVV, BSEP, MSFT, VTI, HDV | 13F-HR | 12 Jul 2023, 16:29 |
| Q1 2023 | 190 | $240M | +$30.8M | -$11M | +$19.8M | IVV, BSEP, MSFT, HDV, VTI | 13F-HR | 10 Apr 2023, 14:52 |
| Q4 2022 | 182 | $220M | +$24.7M | -$5.59M | +$19.1M | IVV, BSEP, HDV, VTI, MSFT | 13F-HR | 23 Jan 2023, 13:47 |
| Q3 2022 | 163 | $192M | +$17.3M | -$21.6M | -$4.25M | IVV, BSEP, HDV, VTI, MSFT | 13F-HR | 17 Oct 2022, 08:40 |
| Q2 2022 | 170 | $222M | +$36.7M | -$12.9M | +$23.8M | IVV, HDV, BJUN, QUAL, MSFT | 13F-HR | 29 Jul 2022, 15:05 |
| Q1 2022 | 167 | $246M | +$45.4M | -$6.44M | +$39M | IVV, VTI, HDV, QUAL, BAPR | 13F-HR | 05 May 2022, 16:07 |
| Q4 2021 | 150 | $217M | +$10M | -$2.74M | +$7.26M | IVV, VTI, HDV, QUAL, MSFT | 13F-HR | 19 Jan 2022, 08:29 |
| Q3 2021 | 144 | $195M | +$8.39M | -$5.16M | +$3.22M | IVV, VTI, HDV, QUAL, MSFT | 13F-HR | 14 Oct 2021, 16:30 |
| Q2 2021 | 145 | $195M | +$14.6M | -$5.61M | +$9.02M | IVV, VTI, HDV, QUAL, MSFT | 13F-HR | 16 Jul 2021, 16:27 |
| Q1 2021 | 133 | $176M | +$11M | -$5.48M | +$5.55M | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 19 Apr 2021, 09:34 |
| Q4 2020 | 123 | $160M | +$5.11M | -$5.55M | -$438K | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 19 Jan 2021, 14:42 |
| Q3 2020 | 120 | $149M | +$7.09M | -$1.08M | +$6M | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 09 Oct 2020, 11:49 |
| Q2 2020 | 113 | $139M | +$5.59M | -$12.3M | -$6.66M | VTI, IVV, HDV, QUAL, MSFT | 13F-HR | 21 Jul 2020, 18:06 |
| Q1 2020 | 108 | $128M | +$13.9M | -$4.44M | +$9.43M | IVV, VTI, HDV, MSFT, QUAL | 13F-HR | 10 Apr 2020, 16:13 |
| Q4 2019 | 131 | $169M | +$13.6M | -$1.3M | +$12.3M | IVV, VTI, HDV, MSFT, BSCL | 13F-HR | 17 Jan 2020, 08:55 |
| Q3 2019 | 125 | $148M | +$6.76M | -$1.11M | +$5.65M | IVV, VTI, HDV, MSFT, BSCJ | 13F-HR | 18 Oct 2019, 10:59 |
| Q2 2019 | 127 | $148M | +$10M | -$3.21M | +$6.8M | IVV, VTI, HDV, MSFT, BSCJ | 13F-HR | 15 Jul 2019, 14:24 |
| Q1 2019 | 115 | $138M | IVV, VTI, HDV, MSFT, BSCJ | 13F-HR | 22 Apr 2019, 14:27 |