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Disclosery

Lutz Financial Services LLC: MSFT position timeline

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

Lutz Financial Services LLC held 3,084 MSFT 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 3,084 shares
    Change vs previous 13F -16 shares

    0.07% of the 13F portfolio, value $1,150,394.

    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 3,100 shares
    Change vs previous 13F +83 shares

    0.08% of the 13F portfolio, value $1,147,527.

    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 3,017 shares
    Change vs previous 13F -103 shares

    0.1% of the 13F portfolio, value $1,459,082.

    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 3,120 shares
    Change vs previous 13F -45 shares

    0.12% of the 13F portfolio, value $1,616,004.

    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 3,165 shares
    Change vs previous 13F +138 shares

    0.12% of the 13F portfolio, value $1,574,303.

    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 3,027 shares
    Change vs previous 13F -17 shares

    0.09% of the 13F portfolio, value $1,136,306.

    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 3,044 shares
    Change vs previous 13F -75 shares

    0.1% of the 13F portfolio, value $1,283,046.

    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 3,119 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,342,106.

    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).