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Disclosery

Lutz Financial Services LLC: IJS position timeline

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

Lutz Financial Services LLC held 42,637 IJS 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 42,637 shares
    Change vs previous 13F +306 shares

    0.35% of the 13F portfolio, value $5,827,602.

    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 42,331 shares
    Change vs previous 13F -527 shares

    0.34% of the 13F portfolio, value $5,014,106.

    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 42,858 shares
    Change vs previous 13F -954 shares

    0.33% of the 13F portfolio, value $4,873,801.

    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 43,812 shares
    Change vs previous 13F -102 shares

    0.35% of the 13F portfolio, value $4,845,159.

    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 43,914 shares
    Change vs previous 13F -276 shares

    0.34% of the 13F portfolio, value $4,368,994.

    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 44,190 shares
    Change vs previous 13F +154 shares

    0.35% of the 13F portfolio, value $4,307,632.

    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 44,036 shares
    Change vs previous 13F -106 shares

    0.39% of the 13F portfolio, value $4,782,740.

    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 44,142 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,752,318.

    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).