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Disclosery

Lutz Financial Services LLC: MDY position timeline

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

Lutz Financial Services LLC held 18,176 MDY 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 18,176 shares
    Change vs previous 13F -14 shares

    0.78% of the 13F portfolio, value $12,784,160.

    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 18,190 shares
    Change vs previous 13F -383 shares

    0.75% of the 13F portfolio, value $11,219,086.

    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 18,573 shares
    Change vs previous 13F -279 shares

    0.76% of the 13F portfolio, value $11,204,936.

    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 18,852 shares
    Change vs previous 13F -255 shares

    0.81% of the 13F portfolio, value $11,236,571.

    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 19,107 shares
    Change vs previous 13F -4 shares

    0.84% of the 13F portfolio, value $10,823,937.

    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 19,111 shares
    Change vs previous 13F -97 shares

    0.83% of the 13F portfolio, value $10,195,528.

    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 19,208 shares
    Change vs previous 13F -310 shares

    0.88% of the 13F portfolio, value $10,940,697.

    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 19,518 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $11,118,828.

    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).