Skip to content
Disclosery

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

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

Joseph P. Lucia & Associates, LLC held 100,022 KIO 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 100,022 shares
    Change vs previous 13F +988 shares

    0.34% of the 13F portfolio, value $1,126,248.

    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 99,034 shares
    Change vs previous 13F -6,383 shares

    0.39% of the 13F portfolio, value $1,089,374.

    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 105,417 shares
    Change vs previous 13F -6,295 shares

    0.44% of the 13F portfolio, value $1,221,783.

    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 111,712 shares
    Change vs previous 13F +661 shares

    0.53% of the 13F portfolio, value $1,407,571.

    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 111,051 shares
    Change vs previous 13F +6,211 shares

    0.57% of the 13F portfolio, value $1,394,801.

    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 104,840 shares
    Change vs previous 13F +540 shares

    0.59% of the 13F portfolio, value $1,288,484.

    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 104,300 shares
    Change vs previous 13F +4,853 shares

    0.62% of the 13F portfolio, value $1,395,534.

    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 99,447 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,467,838.

    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).