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Disclosery

Lutz Financial Services LLC: STPZ position timeline

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

Lutz Financial Services LLC held 76,584 STPZ 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 76,584 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $4,084,983.

    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 76,584 shares
    Change vs previous 13F -2,284 shares

    0.28% of the 13F portfolio, value $4,143,700.

    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 78,868 shares
    Change vs previous 13F -6,746 shares

    0.29% of the 13F portfolio, value $4,232,057.

    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 85,614 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $4,638,404.

    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 85,614 shares
    Change vs previous 13F -1,018 shares

    0.36% of the 13F portfolio, value $4,606,889.

    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 86,632 shares
    Change vs previous 13F -5,574 shares

    0.38% of the 13F portfolio, value $4,679,861.

    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 92,206 shares
    Change vs previous 13F -755 shares

    0.39% of the 13F portfolio, value $4,822,300.

    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 92,961 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,910,656.

    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).