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Disclosery

Lutz Financial Services LLC: IJR position timeline

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

Lutz Financial Services LLC held 194,808 IJR 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 194,808 shares
    Change vs previous 13F +2,959 shares

    1.76% of the 13F portfolio, value $28,892,088.

    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 191,849 shares
    Change vs previous 13F +816 shares

    1.6% of the 13F portfolio, value $23,848,761.

    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 191,033 shares
    Change vs previous 13F +11,119 shares

    1.56% of the 13F portfolio, value $22,958,406.

    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 179,914 shares
    Change vs previous 13F +1,670 shares

    1.55% of the 13F portfolio, value $21,379,278.

    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 178,244 shares
    Change vs previous 13F -8,419 shares

    1.51% of the 13F portfolio, value $19,480,334.

    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 186,663 shares
    Change vs previous 13F -446 shares

    1.6% of the 13F portfolio, value $19,519,445.

    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 187,109 shares
    Change vs previous 13F -2,994 shares

    1.74% of the 13F portfolio, value $21,558,745.

    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 190,103 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $22,234,494.

    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).