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Disclosery

Lutz Financial Services LLC: IJJ position timeline

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

Lutz Financial Services LLC held 118,338 IJJ 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 118,338 shares
    Change vs previous 13F -492 shares

    1.06% of the 13F portfolio, value $17,482,116.

    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 118,830 shares
    Change vs previous 13F -1,226 shares

    1.06% of the 13F portfolio, value $15,745,014.

    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 120,056 shares
    Change vs previous 13F -104 shares

    1.07% of the 13F portfolio, value $15,798,173.

    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 120,160 shares
    Change vs previous 13F -409 shares

    1.13% of the 13F portfolio, value $15,587,159.

    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 120,569 shares
    Change vs previous 13F -671 shares

    1.16% of the 13F portfolio, value $14,899,921.

    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 121,240 shares
    Change vs previous 13F -907 shares

    1.19% of the 13F portfolio, value $14,516,075.

    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 122,147 shares
    Change vs previous 13F -720 shares

    1.23% of the 13F portfolio, value $15,263,500.

    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 122,867 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $15,188,829.

    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).