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

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

Joseph P. Lucia & Associates, LLC held 1,945 FDIS 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 1,945 shares
    Change vs previous 13F +1,945 shares

    0.06% of the 13F portfolio, value $200,024.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,945 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 1,945 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $200,082.

    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).