Lutz Financial Services LLC

Entity
Company
Business address
13616 California St, Suite 200, 68154 Omaha, NE
Phone
402-827-2300
Signature 13F
James P. Boulay - Chief Compliance Officer
All SEC filings
View on sec.gov
Lutz Financial Services LLC has filed 33 SEC EDGAR filings since 4/17/2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-18716
N-PX Open Document Open Filing Jul 18, 2025 Jun 30, 2025 028-18716
13F-HR Open Document Open Filing May 7, 2025 Mar 31, 2025 028-18716
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-18716
13F-HR Open Document Open Filing Oct 30, 2024 Sep 30, 2024 028-18716
13F-HR Open Document Open Filing Jul 29, 2024 Jun 30, 2024 028-18716
N-PX Open Document Open Filing Jul 19, 2024 Jun 30, 2024 028-18716
13F-HR Open Document Open Filing May 3, 2024 Mar 31, 2024 028-18716
13F-HR Open Document Open Filing Feb 8, 2024 Dec 31, 2023 028-18716
13F-HR Open Document Open Filing Nov 3, 2023 Sep 30, 2023 028-18716
13F-HR Open Document Open Filing Aug 7, 2023 Jun 30, 2023 028-18716
13F-HR Open Document Open Filing May 2, 2023 Mar 31, 2023 028-18716
13F-HR Open Document Open Filing Feb 7, 2023 Dec 31, 2022 028-18716
13F-HR Open Document Open Filing Oct 24, 2022 Sep 30, 2022 028-18716
13F-HR Open Document Open Filing Jul 20, 2022 Jun 30, 2022 028-18716
13F-HR Open Document Open Filing Apr 25, 2022 Mar 31, 2022 028-18716
13F-HR Open Document Open Filing Jan 19, 2022 Dec 31, 2021 028-18716
13F-HR Open Document Open Filing Oct 27, 2021 Sep 30, 2021 028-18716
13F-HR Open Document Open Filing Jul 26, 2021 Jun 30, 2021 028-18716
13F-HR Open Document Open Filing Apr 27, 2021 Mar 31, 2021 028-18716
13F-HR Open Document Open Filing Feb 12, 2021 Dec 31, 2020 028-18716
13F-HR Open Document Open Filing Nov 5, 2020 Sep 30, 2020 028-18716
13F-HR Open Document Open Filing Jul 28, 2020 Jun 30, 2020 028-18716
13F-HR Open Document Open Filing Apr 27, 2020 Mar 31, 2020 028-18716
13F-HR Open Document Open Filing Feb 3, 2020 Dec 31, 2019 028-18716
13F-HR Open Document Open Filing Oct 31, 2019 Sep 30, 2019 028-18716
13F-HR Open Document Open Filing Aug 13, 2019 Jun 30, 2019 028-18716
13F-HR Open Document Open Filing May 6, 2019 Mar 31, 2019 028-18716
13F-HR Open Document Open Filing Feb 13, 2019 Dec 31, 2018 028-18716
13F-HR Open Document Open Filing Nov 13, 2018 Sep 30, 2018 028-18716
13F-HR Open Document Open Filing Aug 15, 2018 Jun 30, 2018 028-18716
13F-HR Open Document Open Filing Apr 17, 2018 Mar 31, 2018 028-18716
13F-HR Open Document Open Filing Apr 17, 2018 Dec 31, 2017 028-18716