Lantz Financial LLC

Position in V — Visa Inc.

CIK 1766883 NAPERVILLE, IL

Position in V

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

Position Value

$1,416,275

+$212,151 QoQ

Shares Held

4,128

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#2,656

of 4,501 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. V ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,128	$1,416,275
2	MA	Mastercard Inc	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	$1,416,275	4,128	+3.6%	Shares	Sole	2026-07-09
2026-03-31	$1,204,124	3,984	-1.0%	Shares	Sole	2026-04-09
2025-12-31	$1,410,906	4,023	-0.1%	Shares	Sole	2026-01-14
2025-09-30	$1,375,078	4,028	+52.6%	Shares	Sole	2025-11-06
2025-06-30	$937,332	2,640	+2.1%	Shares	Sole	2025-07-11
2025-03-31	$906,289	2,586	+10.8%	Shares	Sole	2025-04-08
2024-12-31	$737,321	2,333	+4.6%	Shares	Sole	2025-01-21
2024-09-30	$613,138	2,230	+23.1%	Shares	Sole	2024-10-15
2024-06-30	$475,333	1,811	-0.4%	Shares	Sole	2024-08-07
2024-03-31	$507,646	1,819	+12.7%	Shares	Sole	2024-04-10
2023-12-31	$420,204	1,614	+3.6%	Shares	Sole	2024-01-12
2023-09-30	$358,355	1,558	+2.7%	Shares	Sole	2023-10-20
2023-06-30	$360,257	1,517	+1.5%	Shares	Sole	2023-07-12
2023-03-31	$337,062	1,495	-9.3%	Shares	Sole	2023-04-10
2022-12-31	$342,388	1,648	-14.5%	Shares	Sole	2023-01-23
2022-09-30	$342,331	1,927	+4.0%	Shares	Sole	2022-10-17
2022-06-30	$364,837	1,853	-0.1%	Shares	Sole	2022-07-29
2022-03-31	$411,161	1,854	-9.1%	Shares	Sole	2022-05-05
2021-12-31	$442,088	2,040	-11.1%	Shares	Sole	2022-01-19
2021-09-30	$511,434	2,296	-6.2%	Shares	Sole	2021-10-14
2021-06-30	$572,391	2,448	-1.7%	Shares	Sole	2021-07-16
2021-03-31	$527,207	2,490	-8.6%	Shares	Sole	2021-04-19
2020-12-31	$595,601	2,723	+10.2%	Shares	Sole	2021-01-19
2020-09-30	$494,125	2,471	+1.5%	Shares	Sole	2020-10-09
2020-06-30	$470,368	2,435	+0.0%	Shares	Sole	2020-07-22
2020-03-31	$392,166	2,434	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.