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

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

Joseph P. Lucia & Associates, LLC held 6,855 ITA 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 6,855 shares
    Change vs previous 13F +151 shares

    0.5% of the 13F portfolio, value $1,661,884.

    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 6,704 shares
    Change vs previous 13F +51 shares

    0.52% of the 13F portfolio, value $1,466,544.

    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 6,653 shares
    Change vs previous 13F +108 shares

    0.52% of the 13F portfolio, value $1,428,336.

    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 6,545 shares
    Change vs previous 13F +698 shares

    0.52% of the 13F portfolio, value $1,369,610.

    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 5,847 shares
    Change vs previous 13F +584 shares

    0.45% of the 13F portfolio, value $1,102,978.

    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 5,263 shares
    Change vs previous 13F +190 shares

    0.37% of the 13F portfolio, value $805,765.

    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 5,073 shares
    Change vs previous 13F +265 shares

    0.33% of the 13F portfolio, value $737,361.

    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 4,808 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $719,469.

    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).