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Disclosery

Lutz Financial Services LLC: SUB position timeline

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

Lutz Financial Services LLC held 55,231 SUB 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 55,231 shares
    Change vs previous 13F -2,110 shares

    0.36% of the 13F portfolio, value $5,880,445.

    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 57,341 shares
    Change vs previous 13F -438 shares

    0.41% of the 13F portfolio, value $6,106,817.

    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 57,779 shares
    Change vs previous 13F -7,974 shares

    0.42% of the 13F portfolio, value $6,165,019.

    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 65,753 shares
    Change vs previous 13F -12 shares

    0.51% of the 13F portfolio, value $7,021,105.

    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 65,765 shares
    Change vs previous 13F +17,856 shares

    0.54% of the 13F portfolio, value $6,993,450.

    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 47,909 shares
    Change vs previous 13F -3,088 shares

    0.41% of the 13F portfolio, value $5,059,190.

    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 50,997 shares
    Change vs previous 13F -2,718 shares

    0.43% of the 13F portfolio, value $5,379,164.

    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 53,715 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,703,996.

    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).