Lantz Financial LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnaperville, IL
- CIK0001766883
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
227 | $375.19M | IVV, CGXU, HDV, MSFT | 13F-HR | Jan 21, 2025 | 000108514625000377 | ||
229 | $369.40M | IVV, CGXU, HDV, MSFT | 13F-HR | Oct 15, 2024 | 000108514624004889 | ||
212 | $321.89M | IVV, MSFT, HDV, BJUN | RESTATEMENT | Aug 7, 2024 | 000108514624003537 | ||
206 | $310.73M | IVV, BSEP, MSFT, HDV | 13F-HR | Apr 10, 2024 | 000108514624001692 | ||
198 | $276.88M | IVV, BSEP, MSFT, HDV | 13F-HR | Jan 12, 2024 | 000108514624000236 | ||
186 | $251.32M | IVV, BSEP, HDV, MSFT | 13F-HR | Oct 20, 2023 | 000108514623003840 | ||
190 | $255.40M | IVV, BSEP, MSFT, VTI | 13F-HR | Jul 12, 2023 | 000108514623002668 | ||
190 | $240.45M | IVV, BSEP, MSFT, HDV | 13F-HR | Apr 10, 2023 | 000108514623001576 | ||
182 | $219.86M | IVV, BSEP, HDV, VTI | 13F-HR | Jan 23, 2023 | 000108514623000290 | ||
163 | $192.19M | IVV, BSEP, HDV, VTI | 13F-HR | Oct 17, 2022 | 000108514622003437 | ||
170 | $221.56M | IVV, HDV, BJUN, QUAL | 13F-HR | Jul 29, 2022 | 000108514622002655 | ||
167 | $245.72M | IVV, VTI, HDV, QUAL | 13F-HR | May 5, 2022 | 000108514622001750 | ||
150 | $217.14M | IVV, VTI, HDV, QUAL | 13F-HR | Jan 19, 2022 | 000176688322000002 | ||
144 | $195.06M | IVV, VTI, HDV, QUAL | 13F-HR | Oct 14, 2021 | 000176688321000012 | ||
145 | $194.54M | IVV, VTI, HDV, QUAL | 13F-HR | Jul 16, 2021 | 000176688321000008 | ||
133 | $175.78M | VTI, IVV, HDV, QUAL | 13F-HR | Apr 19, 2021 | 000176688321000004 | ||
123 | $160.28M | VTI, IVV, HDV, QUAL | 13F-HR | Jan 19, 2021 | 000176688321000002 | ||
120 | $148.71M | VTI, IVV, HDV, QUAL | 13F-HR | Oct 9, 2020 | 000176688320000006 | ||
113 | $138.93M | VTI, IVV, HDV, QUAL | 13F-HR | Jul 22, 2020 | 000176688320000004 | ||
108 | $127.62M | IVV, VTI, HDV, MSFT | 13F-HR | Apr 10, 2020 | 000160704520000041 | ||
131 | $168.90M | IVV, VTI, HDV, MSFT | 13F-HR | Jan 17, 2020 | 000160704520000003 | ||
125 | $148.18M | IVV, VTI, HDV, MSFT | 13F-HR | Oct 18, 2019 | 000160704519000126 | ||
127 | $147.72M | IVV, VTI, HDV, MSFT | 13F-HR | Jul 15, 2019 | 000160704519000078 | ||
115 | $137.88M | IVV, VTI, HDV, MSFT | 13F-HR | Apr 22, 2019 | 000160704519000044 |