ANDREWS, LUCIA WEALTH MANAGEMENT LLC: DIHP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ANDREWS, LUCIA WEALTH MANAGEMENT LLC on DIHP, newest first. How the timeline and the estimate are built.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 25,714 DIHP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 25,714 sharesChange vs previous 13F +164 shares
0.46% of the 13F portfolio, value $877,498.
13F-HR 0001725547-26-000238 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,550 sharesChange vs previous 13F -2,390 shares
0.49% of the 13F portfolio, value $823,231.
13F-HR 0001725547-26-000128 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,940 sharesChange vs previous 13F -1,400 shares
0.53% of the 13F portfolio, value $884,717.
13F-HR 0001725547-26-000050 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,340 sharesChange vs previous 13F +72 shares
0.54% of the 13F portfolio, value $891,816.
13F-HR 0001725547-25-004094 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,268 sharesChange vs previous 13F +790 shares
0.56% of the 13F portfolio, value $863,099.
13F-HR 0001725547-25-003406 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,478 sharesChange vs previous 13F +475 shares
0.48% of the 13F portfolio, value $718,500.
13F-HR 0001725547-25-001422 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,003 sharesChange vs previous 13F +16 shares
0.52% of the 13F portfolio, value $775,676.
13F-HR 0001725547-25-000116 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,987 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $736,608.
13F-HR 0001725547-24-005802 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).