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

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

Joseph P. Lucia & Associates, LLC held 8,608 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 8,608 shares
Change vs previous 13F +7 shares
0.06% of the 13F portfolio, value $207,274.
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).
period ended2026-03-31
13F 8,601 shares
Change vs previous 13F -129 shares
0.09% of the 13F portfolio, value $241,530.
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).
period ended2025-12-31
13F 8,730 shares
Change vs previous 13F +88 shares
0.08% of the 13F portfolio, value $217,386.
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).
period ended2025-09-30
13F 8,642 shares
Change vs previous 13F -1,642 shares
0.08% of the 13F portfolio, value $220,203.
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).
period ended2025-06-30
13F 10,284 shares
Change vs previous 13F -10,044 shares
0.1% of the 13F portfolio, value $249,281.
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).
period ended2025-03-31
13F 20,328 shares
Change vs previous 13F -1,713 shares
0.24% of the 13F portfolio, value $515,118.
13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 22,041 shares
Change vs previous 13F -9,094 shares
0.26% of the 13F portfolio, value $584,737.
13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 31,135 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $901,052.
13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).