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Disclosery

Lutz Financial Services LLC: VTV position timeline

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

Lutz Financial Services LLC held 84,845 VTV 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 84,845 shares
    Change vs previous 13F +24 shares

    1.13% of the 13F portfolio, value $18,490,466.

    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 84,821 shares
    Change vs previous 13F +3,031 shares

    1.12% of the 13F portfolio, value $16,642,045.

    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 81,790 shares
    Change vs previous 13F -701 shares

    1.06% of the 13F portfolio, value $15,621,257.

    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 82,491 shares
    Change vs previous 13F +257 shares

    1.11% of the 13F portfolio, value $15,383,886.

    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 82,234 shares
    Change vs previous 13F +25,769 shares

    1.13% of the 13F portfolio, value $14,533,958.

    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 56,465 shares
    Change vs previous 13F +1,720 shares

    0.8% of the 13F portfolio, value $9,753,687.

    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 54,745 shares
    Change vs previous 13F +764 shares

    0.75% of the 13F portfolio, value $9,268,253.

    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 53,981 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $9,423,385.

    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).