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

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

Joseph P. Lucia & Associates, LLC held 82,819 PFXF 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 82,819 shares
    Change vs previous 13F -3,065 shares

    0.44% of the 13F portfolio, value $1,477,495.

    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 85,884 shares
    Change vs previous 13F -2,125 shares

    0.54% of the 13F portfolio, value $1,506,409.

    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 88,009 shares
    Change vs previous 13F -7,696 shares

    0.56% of the 13F portfolio, value $1,554,243.

    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 95,705 shares
    Change vs previous 13F -5,703 shares

    0.64% of the 13F portfolio, value $1,700,682.

    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 101,408 shares
    Change vs previous 13F -1,530 shares

    0.71% of the 13F portfolio, value $1,736,109.

    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 102,938 shares
    Change vs previous 13F +1,124 shares

    0.79% of the 13F portfolio, value $1,725,245.

    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 101,814 shares
    Change vs previous 13F -3,183 shares

    0.78% of the 13F portfolio, value $1,756,295.

    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 104,997 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,917,246.

    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).