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Disclosery

Lutz Financial Services LLC: DFSV position timeline

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

Lutz Financial Services LLC held 12,351 DFSV 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 12,351 shares
    Change vs previous 13F +37 shares

    0.03% of the 13F portfolio, value $479,097.

    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 12,314 shares
    Change vs previous 13F +205 shares

    0.03% of the 13F portfolio, value $431,483.

    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 12,109 shares
    Change vs previous 13F +293 shares

    0.03% of the 13F portfolio, value $398,265.

    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 11,816 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $376,223.

    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 11,818 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $347,804.

    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).