Ownership history in Lantz Financial LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Lantz Financial LLC reported a position in FEDERATED HERMES ETF TRUST (FDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Lantz Financial LLC underperformed the S&P 500 by β11.1% annually on this FDV position. Timing score: 55% (6/11 decisions correct). Average cost basis: $25.30. Maximum drawdown during holding period: β6.9%.
β Significantly underperformed the S&P 500 by 11.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $20.65 (2023 Q3) Β· Worst: $28.49 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 0 trims. Bought during 5 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Lantz Financial LLC has been actively increasing its FDV allocation β a bullish signal from insiders.
Currently 2.37% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size