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Disclosery

Lutz Financial Services LLC: SPYV position timeline

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

Lutz Financial Services LLC held 2,496,836 SPYV 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 2,496,836 shares
    Change vs previous 13F +62,160 shares

    9.24% of the 13F portfolio, value $151,782,689.

    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 2,434,676 shares
    Change vs previous 13F +46,773 shares

    9.26% of the 13F portfolio, value $137,753,969.

    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 2,387,903 shares
    Change vs previous 13F +121,475 shares

    9.23% of the 13F portfolio, value $135,656,798.

    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 2,266,428 shares
    Change vs previous 13F +59,654 shares

    9.08% of the 13F portfolio, value $125,401,505.

    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 2,206,774 shares
    Change vs previous 13F -1,175 shares

    8.97% of the 13F portfolio, value $115,502,601.

    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 2,207,949 shares
    Change vs previous 13F -3,676 shares

    9.23% of the 13F portfolio, value $112,760,004.

    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 2,211,625 shares
    Change vs previous 13F +397 shares

    9.14% of the 13F portfolio, value $113,102,505.

    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 2,211,228 shares
    Change vs previous 13F not available

    9.49% of the 13F portfolio, value $116,885,526.

    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).