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Disclosery

Lutz Financial Services LLC: DFAS position timeline

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

Lutz Financial Services LLC held 238,326 DFAS 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 238,326 shares
    Change vs previous 13F -495 shares

    1.2% of the 13F portfolio, value $19,623,747.

    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 238,821 shares
    Change vs previous 13F +1,620 shares

    1.14% of the 13F portfolio, value $16,987,360.

    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 237,201 shares
    Change vs previous 13F +4,708 shares

    1.12% of the 13F portfolio, value $16,525,803.

    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 232,493 shares
    Change vs previous 13F -2,607 shares

    1.15% of the 13F portfolio, value $15,916,448.

    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 235,100 shares
    Change vs previous 13F +8,674 shares

    1.16% of the 13F portfolio, value $14,978,231.

    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 226,426 shares
    Change vs previous 13F -3,199 shares

    1.11% of the 13F portfolio, value $13,528,974.

    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 229,625 shares
    Change vs previous 13F +854 shares

    1.21% of the 13F portfolio, value $14,944,007.

    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 228,771 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $14,838,068.

    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).