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Lutz Financial Services LLCETFConcentrated long-term

CIK: 0001737112 | OMAHA, NE

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR112$1.6B2026-08-05SEC ↗
Q1 2026
13F-HR100$1.5B2026-05-04SEC ↗
Q4 2025
13F-HR102$1.5B2026-02-06SEC ↗
Q3 2025
13F-HR96$1.4B2025-11-10SEC ↗
Q2 2025
13F-HR97$1.3B2025-07-29SEC ↗
Q1 2025
13F-HR95$1.2B2025-05-07SEC ↗
Q4 2024
13F-HR92$1.2B2025-02-04SEC ↗
Q3 2024
13F-HR87$1.2B2024-10-30SEC ↗
Q2 2024
13F-HR87$1.1B2024-07-29SEC ↗
Q1 2024
13F-HR86$1.1B2024-05-03SEC ↗
Q4 2023
13F-HR84$1.1B2024-02-08SEC ↗
Q3 2023
13F-HR81$918.2M2023-11-03SEC ↗
Q2 2023
13F-HR81$929.7M2023-08-07SEC ↗
Q1 2023
13F-HR76$876.3M2023-05-02SEC ↗
Q4 2022
13F-HR75$814.2M2023-02-07SEC ↗
Q3 2022
13F-HR71$2.7M2022-10-24SEC ↗
Q2 2022
13F-HR67$754.0K2022-07-20SEC ↗
Q1 2022
13F-HR60$811.1K2022-04-25SEC ↗
Q4 2021
13F-HR64$814.2K2022-01-19SEC ↗
Q3 2021
13F-HR63$769.8K2021-10-27SEC ↗
Q2 2021
13F-HR62$751.1K2021-07-26SEC ↗
Q1 2021
13F-HR57$676.0K2021-04-27SEC ↗
Q4 2020
13F-HR56$608.9K2021-02-12SEC ↗
Q3 2020
13F-HR58$518.9K2020-11-05SEC ↗
Q2 2020
13F-HR57$490.7K2020-07-28SEC ↗
Q1 2020
13F-HR61$450.0K2020-04-27SEC ↗
Q4 2019
13F-HR66$563.0K2020-02-03SEC ↗
Q3 2019
13F-HR66$521.8K2019-10-31SEC ↗
Q2 2019
13F-HR65$511.0K2019-08-13SEC ↗
Q1 2019
13F-HR61$490.4K2019-05-06SEC ↗
Q4 2018
13F-HR63$448.0K2019-02-13SEC ↗
Q3 2018
13F-HR52$452.9K2018-11-13SEC ↗
Q2 2018
13F-HR42$566.8K2018-08-15SEC ↗
Q1 2018
13F-HR43$568.6K2018-04-17SEC ↗
Q4 2017
13F-HR48$628.6K2018-04-17SEC ↗