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Disclosery

Lutz Financial Services LLC: VMBS position timeline

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

Lutz Financial Services LLC held 39,757 VMBS 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 39,757 shares
    Change vs previous 13F -1,962 shares

    0.11% of the 13F portfolio, value $1,861,038.

    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 41,719 shares
    Change vs previous 13F -730 shares

    0.13% of the 13F portfolio, value $1,958,751.

    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 42,449 shares
    Change vs previous 13F +661 shares

    0.14% of the 13F portfolio, value $1,998,505.

    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 41,788 shares
    Change vs previous 13F +912 shares

    0.14% of the 13F portfolio, value $1,962,389.

    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 40,876 shares
    Change vs previous 13F +3,837 shares

    0.15% of the 13F portfolio, value $1,894,226.

    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 37,039 shares
    Change vs previous 13F +717 shares

    0.14% of the 13F portfolio, value $1,715,276.

    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 36,322 shares
    Change vs previous 13F +13,505 shares

    0.13% of the 13F portfolio, value $1,646,839.

    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 22,817 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,077,191.

    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).