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

Joseph P. Lucia & Associates, LLC held 19,895 JULW 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 19,895 shares

   Change vs previous 13F +2,200 shares

   0.24% of the 13F portfolio, value $812,114.

   13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 17,695 shares

   Change vs previous 13F -400 shares

   0.25% of the 13F portfolio, value $686,773.

   13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 18,095 shares

   Change vs previous 13F -1,000 shares

   0.26% of the 13F portfolio, value $707,876.

   13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 19,095 shares

   Change vs previous 13F +2,300 shares

   0.28% of the 13F portfolio, value $733,343.

   13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 16,795 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $624,270.

   13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).