Joseph P. Lucia & Associates, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph P. Lucia & Associates, LLC on AAPL, newest first. How the timeline and the estimate are built.

Joseph P. Lucia & Associates, LLC held 45,874 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 45,874 shares
Change vs previous 13F -425 shares
3.99% of the 13F portfolio, value $13,274,174.
13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 46,299 shares
Change vs previous 13F -1,246 shares
4.2% of the 13F portfolio, value $11,750,240.
13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 47,545 shares
Change vs previous 13F +6,487 shares
4.66% of the 13F portfolio, value $12,925,657.
13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, LLC
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 41,058 shares
Change vs previous 13F -127 shares
3.94% of the 13F portfolio, value $10,454,743.
13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 41,185 shares
Change vs previous 13F +362 shares
3.46% of the 13F portfolio, value $8,449,992.
13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 40,823 shares
Change vs previous 13F -2,384 shares
4.14% of the 13F portfolio, value $9,067,959.
13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 43,207 shares
Change vs previous 13F -690 shares
4.81% of the 13F portfolio, value $10,819,833.
13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 43,897 shares
Change vs previous 13F not available
4.71% of the 13F portfolio, value $10,228,114.
13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).