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Disclosery

Lutz Financial Services LLC: VWO position timeline

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

Lutz Financial Services LLC held 77,894 VWO 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 77,894 shares
    Change vs previous 13F +64 shares

    0.28% of the 13F portfolio, value $4,649,510.

    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 77,830 shares
    Change vs previous 13F -1,285 shares

    0.28% of the 13F portfolio, value $4,206,725.

    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 79,115 shares
    Change vs previous 13F +334 shares

    0.29% of the 13F portfolio, value $4,253,236.

    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 78,781 shares
    Change vs previous 13F -1,266 shares

    0.31% of the 13F portfolio, value $4,268,368.

    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 80,047 shares
    Change vs previous 13F -27 shares

    0.31% of the 13F portfolio, value $3,959,139.

    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 80,074 shares
    Change vs previous 13F -383 shares

    0.3% of the 13F portfolio, value $3,624,160.

    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 80,457 shares
    Change vs previous 13F +8,044 shares

    0.29% of the 13F portfolio, value $3,543,337.

    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 72,413 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,464,974.

    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).