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Disclosery

Lutz Financial Services LLC: DLN position timeline

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

Lutz Financial Services LLC held 7,456 DLN 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 7,456 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $718,165.

    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 7,456 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $666,048.

    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 7,456 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $656,728.

    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 7,456 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $648,899.

    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 7,456 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $612,439.

    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 7,456 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $591,786.

    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 7,456 shares
    Change vs previous 13F +3,410 shares

    0.05% of the 13F portfolio, value $580,005.

    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 4,046 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $317,857.

    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).