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Disclosery

Lutz Financial Services LLC: VNQ position timeline

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

Lutz Financial Services LLC held 16,270 VNQ 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 16,270 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $1,568,947.

    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 16,269 shares
    Change vs previous 13F -544 shares

    0.1% of the 13F portfolio, value $1,443,089.

    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 16,813 shares
    Change vs previous 13F -35 shares

    0.1% of the 13F portfolio, value $1,487,792.

    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 16,848 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $1,540,249.

    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 16,857 shares
    Change vs previous 13F -874 shares

    0.12% of the 13F portfolio, value $1,501,283.

    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 17,731 shares
    Change vs previous 13F -3,160 shares

    0.13% of the 13F portfolio, value $1,605,356.

    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 20,891 shares
    Change vs previous 13F -514 shares

    0.15% of the 13F portfolio, value $1,860,951.

    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 21,405 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,085,279.

    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).