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Disclosery

Lutz Financial Services LLC: VOE position timeline

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

Lutz Financial Services LLC held 88,896 VOE 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 88,896 shares
    Change vs previous 13F -815 shares

    1.07% of the 13F portfolio, value $17,566,015.

    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 89,711 shares
    Change vs previous 13F +250 shares

    1.11% of the 13F portfolio, value $16,532,045.

    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 89,461 shares
    Change vs previous 13F +43 shares

    1.08% of the 13F portfolio, value $15,867,841.

    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 89,418 shares
    Change vs previous 13F -1,220 shares

    1.13% of the 13F portfolio, value $15,610,741.

    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 90,638 shares
    Change vs previous 13F +18,853 shares

    1.16% of the 13F portfolio, value $14,906,394.

    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 71,785 shares
    Change vs previous 13F -1,368 shares

    0.94% of the 13F portfolio, value $11,524,431.

    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 73,153 shares
    Change vs previous 13F -200 shares

    0.96% of the 13F portfolio, value $11,834,028.

    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 73,353 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $12,299,167.

    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).