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

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

Joseph P. Lucia & Associates, LLC held 3,806 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,806 shares
    Change vs previous 13F -400 shares

    0.11% of the 13F portfolio, value $369,039.

    13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,206 shares
    Change vs previous 13F -919 shares

    0.14% of the 13F portfolio, value $405,419.

    13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,125 shares
    Change vs previous 13F -695 shares

    0.21% of the 13F portfolio, value $583,173.

    13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,820 shares
    Change vs previous 13F +254 shares

    0.25% of the 13F portfolio, value $666,492.

    13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,566 shares
    Change vs previous 13F -498 shares

    0.28% of the 13F portfolio, value $690,245.

    13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,064 shares
    Change vs previous 13F -957 shares

    0.27% of the 13F portfolio, value $598,529.

    13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,021 shares
    Change vs previous 13F -567 shares

    0.35% of the 13F portfolio, value $781,794.

    13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,588 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $729,916.

    13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).