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Disclosery

Lutz Financial Services LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lutz Financial Services LLC on BND, newest first. How the timeline and the estimate are built.

Lutz Financial Services LLC held 1,478,462 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,478,462 shares
    Change vs previous 13F +47,322 shares

    6.61% of the 13F portfolio, value $108,533,940.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,431,140 shares
    Change vs previous 13F +68,196 shares

    7.08% of the 13F portfolio, value $105,389,155.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,362,944 shares
    Change vs previous 13F +98,264 shares

    6.87% of the 13F portfolio, value $100,953,289.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,264,680 shares
    Change vs previous 13F +76,396 shares

    6.81% of the 13F portfolio, value $94,054,320.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,188,284 shares
    Change vs previous 13F +35,123 shares

    6.79% of the 13F portfolio, value $87,493,351.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,153,161 shares
    Change vs previous 13F +33,073 shares

    6.94% of the 13F portfolio, value $84,699,681.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,120,088 shares
    Change vs previous 13F +38,671 shares

    6.51% of the 13F portfolio, value $80,545,504.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,081,417 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $81,225,261.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).