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Disclosery

Lutz Financial Services LLC: DFEM position timeline

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

Lutz Financial Services LLC held 254,366 DFEM 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 254,366 shares
    Change vs previous 13F +8,690 shares

    0.63% of the 13F portfolio, value $10,337,462.

    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 245,676 shares
    Change vs previous 13F +5,501 shares

    0.57% of the 13F portfolio, value $8,488,131.

    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 240,175 shares
    Change vs previous 13F +11,751 shares

    0.54% of the 13F portfolio, value $7,945,015.

    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 228,424 shares
    Change vs previous 13F +7,456 shares

    0.53% of the 13F portfolio, value $7,325,570.

    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 220,968 shares
    Change vs previous 13F +5,626 shares

    0.51% of the 13F portfolio, value $6,558,351.

    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 215,342 shares
    Change vs previous 13F +18,328 shares

    0.47% of the 13F portfolio, value $5,697,975.

    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 197,014 shares
    Change vs previous 13F +16,502 shares

    0.42% of the 13F portfolio, value $5,159,803.

    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 180,512 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,081,421.

    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).