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Disclosery

Lutz Financial Services LLC: MBB position timeline

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

Lutz Financial Services LLC held 658,034 MBB 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 658,034 shares
    Change vs previous 13F +26,184 shares

    3.79% of the 13F portfolio, value $62,197,395.

    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 631,850 shares
    Change vs previous 13F +34,269 shares

    4.03% of the 13F portfolio, value $59,994,222.

    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 597,581 shares
    Change vs previous 13F +58,624 shares

    3.87% of the 13F portfolio, value $56,901,754.

    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 538,957 shares
    Change vs previous 13F +48,542 shares

    3.71% of the 13F portfolio, value $51,281,852.

    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 490,415 shares
    Change vs previous 13F +8,816 shares

    3.58% of the 13F portfolio, value $46,045,140.

    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 481,599 shares
    Change vs previous 13F +26,566 shares

    3.7% of the 13F portfolio, value $45,164,387.

    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 455,033 shares
    Change vs previous 13F +42,329 shares

    3.37% of the 13F portfolio, value $41,717,462.

    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 412,704 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $39,541,193.

    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).