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Disclosery

Lutz Financial Services LLC: DFIC position timeline

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

Lutz Financial Services LLC held 833,294 DFIC 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 833,294 shares
    Change vs previous 13F +42,667 shares

    1.89% of the 13F portfolio, value $31,048,552.

    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 790,627 shares
    Change vs previous 13F -661 shares

    1.89% of the 13F portfolio, value $28,090,996.

    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 791,288 shares
    Change vs previous 13F +35,952 shares

    1.85% of the 13F portfolio, value $27,267,803.

    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 755,336 shares
    Change vs previous 13F +15,564 shares

    1.79% of the 13F portfolio, value $24,767,496.

    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 739,772 shares
    Change vs previous 13F -1,805 shares

    1.79% of the 13F portfolio, value $22,999,527.

    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 741,577 shares
    Change vs previous 13F +44,926 shares

    1.69% of the 13F portfolio, value $20,593,602.

    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 696,651 shares
    Change vs previous 13F +103,599 shares

    1.46% of the 13F portfolio, value $18,004,936.

    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 593,052 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $16,688,492.

    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).