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Disclosery

Lutz Financial Services LLC: VCSH position timeline

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

Lutz Financial Services LLC held 901,823 VCSH 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 901,823 shares
    Change vs previous 13F +40,378 shares

    4.34% of the 13F portfolio, value $71,271,138.

    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 861,445 shares
    Change vs previous 13F +41,920 shares

    4.59% of the 13F portfolio, value $68,286,777.

    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 819,525 shares
    Change vs previous 13F +73,823 shares

    4.44% of the 13F portfolio, value $65,340,770.

    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 745,702 shares
    Change vs previous 13F +56,433 shares

    4.31% of the 13F portfolio, value $59,604,013.

    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 689,269 shares
    Change vs previous 13F +8,149 shares

    4.25% of the 13F portfolio, value $54,796,939.

    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 681,120 shares
    Change vs previous 13F +7,141 shares

    4.4% of the 13F portfolio, value $53,767,652.

    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 673,979 shares
    Change vs previous 13F +34,214 shares

    4.25% of the 13F portfolio, value $52,577,139.

    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 639,765 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $50,810,168.

    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).