| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 11.1% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 8.5% |
| ISHARES TR | 22 | Q2 2024 | 6.5% |
| MICROSOFT CORP | 22 | Q2 2024 | 5.1% |
| WISDOMTREE TR | 22 | Q2 2024 | 2.7% |
| APPLE INC | 22 | Q2 2024 | 2.1% |
| CHUBB LIMITED | 22 | Q2 2024 | 2.0% |
| CISCO SYS INC | 22 | Q2 2024 | 1.7% |
| SOUTHERN CO | 22 | Q2 2024 | 1.5% |
| CHEVRON CORP NEW | 22 | Q2 2024 | 1.4% |
View Lantz Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR/A | 2024-08-07 |
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-17 |
View Lantz Financial LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.