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Disclosery

Lutz Financial Services LLC: VTIP position timeline

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

Lutz Financial Services LLC held 72,601 VTIP 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 72,601 shares
    Change vs previous 13F -3,019 shares

    0.22% of the 13F portfolio, value $3,646,727.

    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 75,620 shares
    Change vs previous 13F -9,910 shares

    0.25% of the 13F portfolio, value $3,777,221.

    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 85,530 shares
    Change vs previous 13F -19 shares

    0.29% of the 13F portfolio, value $4,230,290.

    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 85,549 shares
    Change vs previous 13F -389 shares

    0.31% of the 13F portfolio, value $4,331,339.

    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 85,938 shares
    Change vs previous 13F -12,175 shares

    0.34% of the 13F portfolio, value $4,320,096.

    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 98,113 shares
    Change vs previous 13F -7,222 shares

    0.4% of the 13F portfolio, value $4,895,859.

    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 105,335 shares
    Change vs previous 13F +508 shares

    0.41% of the 13F portfolio, value $5,100,340.

    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 104,827 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,169,039.

    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).