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Disclosery

Lutz Financial Services LLC: TIP position timeline

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

Lutz Financial Services LLC held 129,565 TIP 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 129,565 shares
    Change vs previous 13F -967 shares

    0.86% of the 13F portfolio, value $14,178,305.

    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 130,532 shares
    Change vs previous 13F -2,667 shares

    0.97% of the 13F portfolio, value $14,405,601.

    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 133,199 shares
    Change vs previous 13F -715 shares

    1% of the 13F portfolio, value $14,639,915.

    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 133,914 shares
    Change vs previous 13F -929 shares

    1.08% of the 13F portfolio, value $14,894,020.

    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 134,843 shares
    Change vs previous 13F -1,543 shares

    1.15% of the 13F portfolio, value $14,838,200.

    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 136,386 shares
    Change vs previous 13F -3,227 shares

    1.24% of the 13F portfolio, value $15,151,074.

    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 139,613 shares
    Change vs previous 13F +7,936 shares

    1.2% of the 13F portfolio, value $14,875,720.

    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 131,677 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $14,546,412.

    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).