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

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

Joseph P. Lucia & Associates, LLC held 59,939 ET 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 59,939 shares
    Change vs previous 13F -6,721 shares

    0.34% of the 13F portfolio, value $1,146,030.

    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 66,660 shares
    Change vs previous 13F -7,337 shares

    0.46% of the 13F portfolio, value $1,286,535.

    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 73,997 shares
    Change vs previous 13F -7,663 shares

    0.44% of the 13F portfolio, value $1,220,211.

    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 81,660 shares
    Change vs previous 13F -4,256 shares

    0.53% of the 13F portfolio, value $1,401,298.

    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 85,916 shares
    Change vs previous 13F -2,346 shares

    0.64% of the 13F portfolio, value $1,557,652.

    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 88,262 shares
    Change vs previous 13F +21,892 shares

    0.75% of the 13F portfolio, value $1,640,797.

    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 66,370 shares
    Change vs previous 13F +13,693 shares

    0.58% of the 13F portfolio, value $1,300,188.

    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 52,677 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $845,474.

    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).