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Disclosery

Lutz Financial Services LLC: IUSV position timeline

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

Lutz Financial Services LLC held 110,245 IUSV 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 110,245 shares
    Change vs previous 13F -1,326 shares

    0.74% of the 13F portfolio, value $12,143,506.

    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 111,571 shares
    Change vs previous 13F -773 shares

    0.77% of the 13F portfolio, value $11,408,152.

    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 112,344 shares
    Change vs previous 13F -926 shares

    0.78% of the 13F portfolio, value $11,519,771.

    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 113,270 shares
    Change vs previous 13F -149 shares

    0.82% of the 13F portfolio, value $11,321,354.

    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 113,419 shares
    Change vs previous 13F +2,097 shares

    0.83% of the 13F portfolio, value $10,732,869.

    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 111,322 shares
    Change vs previous 13F -1,997 shares

    0.84% of the 13F portfolio, value $10,273,923.

    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 113,319 shares
    Change vs previous 13F -953 shares

    0.85% of the 13F portfolio, value $10,492,222.

    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 114,272 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $10,911,850.

    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).