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Disclosery

Lutz Financial Services LLC: VOO position timeline

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

Lutz Financial Services LLC held 256,299 VOO 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 256,299 shares
    Change vs previous 13F +4,262 shares

    10.72% of the 13F portfolio, value $176,029,355.

    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 252,037 shares
    Change vs previous 13F -1,499 shares

    10.12% of the 13F portfolio, value $150,605,249.

    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 253,536 shares
    Change vs previous 13F +6,616 shares

    10.81% of the 13F portfolio, value $159,000,379.

    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 246,920 shares
    Change vs previous 13F +3,224 shares

    10.95% of the 13F portfolio, value $151,209,336.

    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 243,696 shares
    Change vs previous 13F +111 shares

    10.75% of the 13F portfolio, value $138,426,689.

    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 243,585 shares
    Change vs previous 13F -4,151 shares

    10.25% of the 13F portfolio, value $125,180,963.

    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 247,736 shares
    Change vs previous 13F -2,284 shares

    10.79% of the 13F portfolio, value $133,482,891.

    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 250,020 shares
    Change vs previous 13F not available

    10.71% of the 13F portfolio, value $131,927,811.

    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).