Skip to content
Disclosery

Lutz Financial Services LLC: ISTB position timeline

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

Lutz Financial Services LLC held 96,229 ISTB 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 96,229 shares
    Change vs previous 13F +1,324 shares

    0.28% of the 13F portfolio, value $4,643,064.

    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 94,905 shares
    Change vs previous 13F +833 shares

    0.31% of the 13F portfolio, value $4,599,111.

    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 94,072 shares
    Change vs previous 13F +2,271 shares

    0.31% of the 13F portfolio, value $4,586,025.

    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 91,801 shares
    Change vs previous 13F +1,249 shares

    0.32% of the 13F portfolio, value $4,483,576.

    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 90,552 shares
    Change vs previous 13F -468 shares

    0.34% of the 13F portfolio, value $4,405,370.

    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 91,020 shares
    Change vs previous 13F +318 shares

    0.36% of the 13F portfolio, value $4,400,832.

    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 90,702 shares
    Change vs previous 13F +210 shares

    0.35% of the 13F portfolio, value $4,332,820.

    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 90,492 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,405,136.

    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).