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Disclosery

Lutz Financial Services LLC: IGSB position timeline

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

Lutz Financial Services LLC held 478,615 IGSB 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 478,615 shares
    Change vs previous 13F +3,446 shares

    1.53% of the 13F portfolio, value $25,084,228.

    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 475,169 shares
    Change vs previous 13F -11,586 shares

    1.68% of the 13F portfolio, value $24,974,918.

    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 486,755 shares
    Change vs previous 13F +6,407 shares

    1.75% of the 13F portfolio, value $25,739,624.

    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 480,348 shares
    Change vs previous 13F +2,919 shares

    1.84% of the 13F portfolio, value $25,472,877.

    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 477,429 shares
    Change vs previous 13F -5,670 shares

    1.96% of the 13F portfolio, value $25,189,151.

    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 483,099 shares
    Change vs previous 13F +1,228 shares

    2.07% of the 13F portfolio, value $25,299,872.

    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 481,871 shares
    Change vs previous 13F +6,050 shares

    2.01% of the 13F portfolio, value $24,912,748.

    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 475,821 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $25,056,758.

    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).