Skip to content
Disclosery

Lutz Financial Services LLC: IVOV position timeline

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

Lutz Financial Services LLC held 114,034 IVOV 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 114,034 shares
    Change vs previous 13F -792 shares

    0.79% of the 13F portfolio, value $13,007,905.

    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 114,826 shares
    Change vs previous 13F -1,654 shares

    0.79% of the 13F portfolio, value $11,706,464.

    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 116,480 shares
    Change vs previous 13F -1,255 shares

    0.8% of the 13F portfolio, value $11,765,631.

    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 117,735 shares
    Change vs previous 13F -1,645 shares

    0.86% of the 13F portfolio, value $11,864,117.

    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 119,380 shares
    Change vs previous 13F +985 shares

    0.88% of the 13F portfolio, value $11,397,210.

    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 118,395 shares
    Change vs previous 13F -3,502 shares

    0.89% of the 13F portfolio, value $10,897,421.

    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 121,897 shares
    Change vs previous 13F -898 shares

    0.94% of the 13F portfolio, value $11,648,016.

    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 122,795 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $11,755,200.

    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).