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Disclosery

Lutz Financial Services LLC: IVV position timeline

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

Lutz Financial Services LLC held 23,501 IVV 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 23,501 shares
    Change vs previous 13F -273 shares

    1.07% of the 13F portfolio, value $17,599,682.

    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 23,774 shares
    Change vs previous 13F -192 shares

    1.04% of the 13F portfolio, value $15,529,416.

    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 23,966 shares
    Change vs previous 13F +224 shares

    1.12% of the 13F portfolio, value $16,415,257.

    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 23,742 shares
    Change vs previous 13F -226 shares

    1.15% of the 13F portfolio, value $15,890,227.

    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 23,968 shares
    Change vs previous 13F +261 shares

    1.16% of the 13F portfolio, value $14,881,459.

    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 23,707 shares
    Change vs previous 13F -1,106 shares

    1.09% of the 13F portfolio, value $13,320,717.

    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 24,813 shares
    Change vs previous 13F +51 shares

    1.18% of the 13F portfolio, value $14,606,659.

    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 24,762 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $14,283,022.

    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).