Skip to content
Disclosery

Lutz Financial Services LLC: IJH position timeline

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

Lutz Financial Services LLC held 1,615,391 IJH 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 1,615,391 shares
    Change vs previous 13F +16,917 shares

    7.59% of the 13F portfolio, value $124,562,876.

    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 1,598,474 shares
    Change vs previous 13F +20,076 shares

    7.25% of the 13F portfolio, value $107,944,964.

    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 1,578,398 shares
    Change vs previous 13F +89,867 shares

    7.08% of the 13F portfolio, value $104,174,277.

    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 1,488,531 shares
    Change vs previous 13F +30,630 shares

    7.03% of the 13F portfolio, value $97,141,563.

    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 1,457,901 shares
    Change vs previous 13F -651 shares

    7.02% of the 13F portfolio, value $90,419,025.

    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 1,458,552 shares
    Change vs previous 13F +13,472 shares

    6.97% of the 13F portfolio, value $85,106,535.

    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 1,445,080 shares
    Change vs previous 13F -2,681 shares

    7.28% of the 13F portfolio, value $90,042,911.

    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 1,447,761 shares
    Change vs previous 13F not available

    7.32% of the 13F portfolio, value $90,224,471.

    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).