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Disclosery

Lutz Financial Services LLC: DFIV position timeline

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

Lutz Financial Services LLC held 29,015 DFIV 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 29,015 shares
    Change vs previous 13F -52 shares

    0.1% of the 13F portfolio, value $1,567,397.

    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 29,067 shares
    Change vs previous 13F -556 shares

    0.1% of the 13F portfolio, value $1,534,163.

    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 29,623 shares
    Change vs previous 13F +1,065 shares

    0.1% of the 13F portfolio, value $1,478,194.

    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 28,558 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,317,101.

    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 28,558 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,223,144.

    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 28,558 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,124,048.

    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 28,558 shares
    Change vs previous 13F +86 shares

    0.08% of the 13F portfolio, value $1,013,242.

    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 28,472 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,084,218.

    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).