Joseph P. Lucia & Associates, LLC: DGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph P. Lucia & Associates, LLC on DGT, newest first. How the timeline and the estimate are built.
Joseph P. Lucia & Associates, LLC held 1,172 DGT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,172 sharesChange vs previous 13F +1,172 shares
0.07% of the 13F portfolio, value $216,575.
13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, 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 0 sharesChange vs previous 13F -1,522 shares
13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,522 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $212,776.
13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, 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 1,522 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $200,950.
13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, 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 1,522 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $209,823.
13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).