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Disclosery

Lutz Financial Services LLC: SPMD position timeline

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

Lutz Financial Services LLC held 9,264 SPMD 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 9,264 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $625,876.

    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 9,264 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $548,614.

    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 9,264 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $536,478.

    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 9,264 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $529,808.

    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 9,264 shares
    Change vs previous 13F -1,073 shares

    0.04% of the 13F portfolio, value $503,776.

    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 10,337 shares
    Change vs previous 13F -6,432 shares

    0.04% of the 13F portfolio, value $529,048.

    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 16,769 shares
    Change vs previous 13F +7,196 shares

    0.07% of the 13F portfolio, value $917,097.

    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 9,573 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $523,452.

    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).