Skip to content
Disclosery

Lutz Financial Services LLC: BSV position timeline

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

Lutz Financial Services LLC held 274,930 BSV 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 274,930 shares
    Change vs previous 13F +10,923 shares

    1.3% of the 13F portfolio, value $21,419,873.

    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 264,007 shares
    Change vs previous 13F -4,017 shares

    1.39% of the 13F portfolio, value $20,700,757.

    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 268,024 shares
    Change vs previous 13F +13,512 shares

    1.44% of the 13F portfolio, value $21,122,953.

    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 254,512 shares
    Change vs previous 13F +12,020 shares

    1.45% of the 13F portfolio, value $20,083,516.

    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 242,492 shares
    Change vs previous 13F -2,852 shares

    1.48% of the 13F portfolio, value $19,084,094.

    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 245,344 shares
    Change vs previous 13F -804 shares

    1.57% of the 13F portfolio, value $19,205,492.

    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 246,148 shares
    Change vs previous 13F +433 shares

    1.54% of the 13F portfolio, value $19,019,878.

    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 245,715 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $19,335,331.

    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).