Lantz Financial LLC

Position in MA — Mastercard Inc

CIK 1766883 NAPERVILLE, IL

Position in MA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$850,521

-$1,399 QoQ

Shares Held

1,656

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,175

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $2,793,382 across 4 Credit Services names. MA ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,128	$1,416,275
2	MA	Mastercard Inc This page	1,656	$850,521
3	AXP	American Express Co	816	$276,012
4	COF	Capital One Financial Corp	1,249	$250,574

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$850,521	1,656	-2.9%	Shares	Sole	2026-07-09
2026-03-31	$851,920	1,705	-2.8%	Shares	Sole	2026-04-09
2025-12-31	$1,001,323	1,754	+0.9%	Shares	Sole	2026-01-14
2025-09-30	$989,160	1,739	+26.3%	Shares	Sole	2025-11-06
2025-06-30	$773,791	1,377	+0.7%	Shares	Sole	2025-07-11
2025-03-31	$749,828	1,368	+1.8%	Shares	Sole	2025-04-08
2024-12-31	$707,710	1,344	+3.1%	Shares	Sole	2025-01-21
2024-09-30	$643,915	1,304	+25.7%	Shares	Sole	2024-10-15
2024-06-30	$457,482	1,037	-2.7%	Shares	Sole	2024-08-07
2024-03-31	$513,353	1,066	-1.9%	Shares	Sole	2024-04-10
2023-12-31	$463,616	1,087	+0.6%	Shares	Sole	2024-01-12
2023-09-30	$427,582	1,080	+1.0%	Shares	Sole	2023-10-20
2023-06-30	$420,437	1,069	+0.6%	Shares	Sole	2023-07-12
2023-03-31	$386,304	1,063	-6.1%	Shares	Sole	2023-04-10
2022-12-31	$393,630	1,132	-9.1%	Shares	Sole	2023-01-23
2022-09-30	$354,287	1,246	+0.6%	Shares	Sole	2022-10-17
2022-06-30	$390,879	1,239	-2.0%	Shares	Sole	2022-07-29
2022-03-31	$451,728	1,264	+3.1%	Shares	Sole	2022-05-05
2021-12-31	$440,526	1,226	+8.1%	Shares	Sole	2022-01-19
2021-09-30	$394,269	1,134	+4.1%	Shares	Sole	2021-10-14
2021-06-30	$397,583	1,089	-1.4%	Shares	Sole	2021-07-16
2021-03-31	$393,435	1,105	-0.3%	Shares	Sole	2021-04-19
2020-12-31	$395,489	1,108	+11.6%	Shares	Sole	2021-01-19
2020-09-30	$335,802	993	+0.5%	Shares	Sole	2020-10-09
2020-06-30	$292,151	988	+0.4%	Shares	Sole	2020-07-22
2020-03-31	$237,695	984	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.