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

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

Joseph P. Lucia & Associates, LLC held 15,283 PFFV 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 15,283 shares
Change vs previous 13F +425 shares
0.1% of the 13F portfolio, value $336,684.
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 14,858 shares
Change vs previous 13F +3,032 shares
0.12% of the 13F portfolio, value $324,325.
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 11,826 shares
Change vs previous 13F -565 shares
0.09% of the 13F portfolio, value $262,774.
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 12,391 shares
Change vs previous 13F -428 shares
0.11% of the 13F portfolio, value $286,480.
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 12,819 shares
Change vs previous 13F -500 shares
0.12% of the 13F portfolio, value $292,273.
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 13,319 shares
Change vs previous 13F +1,042 shares
0.14% of the 13F portfolio, value $315,128.
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 12,277 shares
Change vs previous 13F +164 shares
0.13% of the 13F portfolio, value $289,386.
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 12,113 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $291,318.
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).