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Lantz Financial LLC

SEC CIK
0001766883
Latest filing
Jul 9, 2026

USB holding history

US Bancorp DE in every 13F filed by Lantz Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
48,919
Value
$2.95M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of USB by Lantz Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,919$2.95M0.5%+249+0.5%AddedHolders
Q1 202648,670$2.53M0.5%−690−1.4%ReducedHolders
Q4 202549,360$2.63M0.6%+199+0.4%AddedHolders
Q3 202549,161$2.38M0.5%+237+0.5%AddedHolders
Q2 202548,924$2.21M0.6%+487+1.0%AddedHolders
Q1 202548,437$2.05M0.6%−1,115−2.3%ReducedHolders
Q4 202449,552$2.37M0.6%+513+1.0%AddedHolders
Q3 202449,039$2.24M0.6%+923+1.9%AddedHolders
Q2 202448,116$1.91M0.6%+2,179+4.7%AddedHolders
Q1 202445,937$2.05M0.7%+1,125+2.5%AddedHolders
Q4 202344,812$1.94M0.7%+4,753+11.9%AddedHolders
Q3 202340,059$1.32M0.5%+1,704+4.4%AddedHolders
Q2 202338,355$1.27M0.5%+415+1.1%AddedHolders
Q1 202337,940$1.37M0.6%+263+0.7%AddedHolders
Q4 202237,677$1.64M0.7%+2,163+6.1%AddedHolders
Q3 202235,514$1.43M0.7%+911+2.6%AddedHolders
Q2 202234,603$1.59M0.7%+219+0.6%AddedHolders
Q1 202234,384$1.83M0.7%+599+1.8%AddedHolders
Q4 202133,785$1.90M0.9%+810+2.5%AddedHolders
Q3 202132,975$1.96M1.0%+850+2.6%AddedHolders
Q2 202132,125$1.83M0.9%+80+0.2%AddedHolders
Q1 202132,045$1.77M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.