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Disclosery

Lutz Financial Services LLC: MUB position timeline

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

Lutz Financial Services LLC held 357,361 MUB 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 357,361 shares
    Change vs previous 13F +4,198 shares

    2.34% of the 13F portfolio, value $38,459,262.

    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 353,163 shares
    Change vs previous 13F +1,865 shares

    2.52% of the 13F portfolio, value $37,488,312.

    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 351,298 shares
    Change vs previous 13F +12,434 shares

    2.56% of the 13F portfolio, value $37,627,565.

    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 338,864 shares
    Change vs previous 13F -5,156 shares

    2.61% of the 13F portfolio, value $36,085,658.

    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 344,020 shares
    Change vs previous 13F +48,721 shares

    2.79% of the 13F portfolio, value $35,943,194.

    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 295,299 shares
    Change vs previous 13F -22,053 shares

    2.55% of the 13F portfolio, value $31,136,311.

    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 317,352 shares
    Change vs previous 13F +16,652 shares

    2.73% of the 13F portfolio, value $33,813,840.

    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 300,700 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $32,665,024.

    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).