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

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

Joseph P. Lucia & Associates, LLC held 2,670 IBB 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 2,670 shares
    Change vs previous 13F -80 shares

    0.15% of the 13F portfolio, value $507,807.

    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 2,750 shares
    Change vs previous 13F -57 shares

    0.17% of the 13F portfolio, value $464,337.

    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 2,807 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $473,737.

    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).