Skip to content
Disclosery

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

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

Joseph P. Lucia & Associates, LLC held 45,485 LQD 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 45,485 shares
    Change vs previous 13F +2,711 shares

    1.49% of the 13F portfolio, value $4,961,045.

    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 42,774 shares
    Change vs previous 13F +2,852 shares

    1.67% of the 13F portfolio, value $4,661,949.

    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 39,922 shares
    Change vs previous 13F +5,741 shares

    1.59% of the 13F portfolio, value $4,399,024.

    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 34,181 shares
    Change vs previous 13F +177 shares

    1.44% of the 13F portfolio, value $3,810,250.

    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 34,004 shares
    Change vs previous 13F +362 shares

    1.53% of the 13F portfolio, value $3,727,144.

    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 33,642 shares
    Change vs previous 13F +625 shares

    1.67% of the 13F portfolio, value $3,656,597.

    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 33,017 shares
    Change vs previous 13F +5,276 shares

    1.57% of the 13F portfolio, value $3,527,572.

    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 27,741 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,134,133.

    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).