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Disclosery

Lutz Financial Services LLC: DFAT position timeline

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

Lutz Financial Services LLC held 148,452 DFAT 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 148,452 shares
    Change vs previous 13F -1,062 shares

    0.63% of the 13F portfolio, value $10,376,777.

    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 149,514 shares
    Change vs previous 13F -2,780 shares

    0.63% of the 13F portfolio, value $9,337,150.

    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 152,294 shares
    Change vs previous 13F +12,910 shares

    0.62% of the 13F portfolio, value $9,067,601.

    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 139,384 shares
    Change vs previous 13F -2,224 shares

    0.59% of the 13F portfolio, value $8,113,527.

    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 141,608 shares
    Change vs previous 13F +355 shares

    0.59% of the 13F portfolio, value $7,641,150.

    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 141,253 shares
    Change vs previous 13F -2,839 shares

    0.6% of the 13F portfolio, value $7,273,109.

    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 144,092 shares
    Change vs previous 13F -1,798 shares

    0.65% of the 13F portfolio, value $8,020,135.

    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 145,890 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,115,869.

    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).