Skip to content
Disclosery

Lutz Financial Services LLC: META position timeline

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

Lutz Financial Services LLC held 918 META 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 918 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $517,100.

    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 791 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $452,555.

    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 838 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $553,155.

    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 820 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $602,192.

    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 790 shares
    Change vs previous 13F -26 shares

    0.05% of the 13F portfolio, value $583,091.

    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 816 shares
    Change vs previous 13F +42 shares

    0.04% of the 13F portfolio, value $470,310.

    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 774 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $453,185.

    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 806 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $461,387.

    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).