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
- period ended2026-06-3013F 3,806 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,206 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,125 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,820 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,566 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,064 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,021 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,588 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).