Lantz Financial LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Naperville, IL
CIK
0001766883
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 198 276,875 IVV, BSEP, MSFT, HDV 13F-HR 1/12/2024 000108514624000236
Q3 2023 186 251,323 IVV, BSEP, HDV, MSFT 13F-HR 10/20/2023 000108514623003840
Q2 2023 190 255,397 IVV, BSEP, MSFT, VTI 13F-HR 7/12/2023 000108514623002668
Q1 2023 190 240,451 IVV, BSEP, MSFT, HDV 13F-HR 4/10/2023 000108514623001576
Q4 2022 182 219,857 IVV, BSEP, HDV, VTI 13F-HR 1/23/2023 000108514623000290
Q3 2022 163 192,188 IVV, BSEP, HDV, VTI 13F-HR 10/17/2022 000108514622003437
Q2 2022 170 221,559 IVV, HDV, BJUN, QUAL 13F-HR 7/29/2022 000108514622002655
Q1 2022 167 245,717 IVV, VTI, HDV, QUAL 13F-HR 5/5/2022 000108514622001750
Q4 2021 150 217,143 IVV, VTI, HDV, QUAL 13F-HR 1/19/2022 000176688322000002
Q3 2021 144 195,055 IVV, VTI, HDV, QUAL 13F-HR 10/14/2021 000176688321000012
Q2 2021 145 194,544 IVV, VTI, HDV, QUAL 13F-HR 7/16/2021 000176688321000008
Q1 2021 133 175,784 VTI, IVV, HDV, QUAL 13F-HR 4/19/2021 000176688321000004
Q4 2020 123 160,283 VTI, IVV, HDV, QUAL 13F-HR 1/19/2021 000176688321000002
Q3 2020 120 148,705 VTI, IVV, HDV, QUAL 13F-HR 10/9/2020 000176688320000006
Q2 2020 113 138,933 VTI, IVV, HDV, QUAL 13F-HR 7/22/2020 000176688320000004
Q1 2020 108 127,619 IVV, VTI, HDV, MSFT 13F-HR 4/10/2020 000160704520000041
Q4 2019 131 168,900 IVV, VTI, HDV, MSFT 13F-HR 1/17/2020 000160704520000003
Q3 2019 125 148,184 IVV, VTI, HDV, MSFT 13F-HR 10/18/2019 000160704519000126
Q2 2019 127 147,722 IVV, VTI, HDV, MSFT 13F-HR 7/15/2019 000160704519000078
Q1 2019 115 137,885 IVV, VTI, HDV, MSFT 13F-HR 4/22/2019 000160704519000044