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Disclosery

Lutz Financial Services LLC: IEMG position timeline

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

Lutz Financial Services LLC held 88,309 IEMG 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 88,309 shares
    Change vs previous 13F -630 shares

    0.45% of the 13F portfolio, value $7,315,551.

    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 88,939 shares
    Change vs previous 13F -465 shares

    0.42% of the 13F portfolio, value $6,203,523.

    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 89,404 shares
    Change vs previous 13F +3,637 shares

    0.41% of the 13F portfolio, value $6,009,764.

    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 85,767 shares
    Change vs previous 13F -1,214 shares

    0.41% of the 13F portfolio, value $5,653,787.

    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 86,981 shares
    Change vs previous 13F -389 shares

    0.41% of the 13F portfolio, value $5,221,493.

    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 87,370 shares
    Change vs previous 13F -1,667 shares

    0.39% of the 13F portfolio, value $4,715,364.

    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 89,037 shares
    Change vs previous 13F +3,307 shares

    0.38% of the 13F portfolio, value $4,649,517.

    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 85,730 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,921,764.

    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).