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

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

Joseph P. Lucia & Associates, LLC held 23,380 FEBW 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 23,380 shares
    Change vs previous 13F -1,290 shares

    0.25% of the 13F portfolio, value $830,925.

    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 24,670 shares
    Change vs previous 13F +12,025 shares

    0.3% of the 13F portfolio, value $825,952.

    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 12,645 shares
    Change vs previous 13F -185 shares

    0.15% of the 13F portfolio, value $429,462.

    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 12,830 shares
    Change vs previous 13F -245 shares

    0.16% of the 13F portfolio, value $425,186.

    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 13,075 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $417,734.

    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 13,075 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $397,288.

    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).