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Disclosery

Lutz Financial Services LLC: SLYV position timeline

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

Lutz Financial Services LLC held 136,271 SLYV 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 136,271 shares
    Change vs previous 13F -2,179 shares

    0.91% of the 13F portfolio, value $14,868,574.

    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 138,450 shares
    Change vs previous 13F -4,981 shares

    0.88% of the 13F portfolio, value $13,094,628.

    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 143,431 shares
    Change vs previous 13F -948 shares

    0.89% of the 13F portfolio, value $13,047,931.

    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 144,379 shares
    Change vs previous 13F -3,123 shares

    0.93% of the 13F portfolio, value $12,799,224.

    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 147,502 shares
    Change vs previous 13F -14,413 shares

    0.91% of the 13F portfolio, value $11,764,779.

    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 161,915 shares
    Change vs previous 13F +222 shares

    1.04% of the 13F portfolio, value $12,694,100.

    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 161,693 shares
    Change vs previous 13F -5,337 shares

    1.14% of the 13F portfolio, value $14,107,675.

    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 167,030 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $14,501,505.

    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).