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Disclosery

Lutz Financial Services LLC: SPY position timeline

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

Lutz Financial Services LLC held 65,867 SPY 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 65,867 shares
    Change vs previous 13F -335 shares

    3% of the 13F portfolio, value $49,187,746.

    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 66,202 shares
    Change vs previous 13F -669 shares

    2.89% of the 13F portfolio, value $43,053,700.

    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 66,871 shares
    Change vs previous 13F -2,844 shares

    3.1% of the 13F portfolio, value $45,600,846.

    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 69,715 shares
    Change vs previous 13F -988 shares

    3.36% of the 13F portfolio, value $46,442,605.

    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 70,703 shares
    Change vs previous 13F -2,794 shares

    3.39% of the 13F portfolio, value $43,684,010.

    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 73,497 shares
    Change vs previous 13F -989 shares

    3.37% of the 13F portfolio, value $41,113,214.

    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 74,486 shares
    Change vs previous 13F -2,479 shares

    3.53% of the 13F portfolio, value $43,654,689.

    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 76,965 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $44,159,610.

    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).