Joseph P. Lucia & Associates, LLC: PMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph P. Lucia & Associates, LLC on PMM, newest first. How the timeline and the estimate are built.
Joseph P. Lucia & Associates, LLC held 27,636 PMM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 27,636 sharesChange vs previous 13F -350 shares
0.05% of the 13F portfolio, value $180,739.
13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,986 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $172,114.
13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,986 sharesChange vs previous 13F -1,846 shares
0.06% of the 13F portfolio, value $175,472.
13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,832 sharesChange vs previous 13F -1,000 shares
0.07% of the 13F portfolio, value $180,185.
13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,832 sharesChange vs previous 13F -850 shares
0.08% of the 13F portfolio, value $184,375.
13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,682 sharesChange vs previous 13F -1,984 shares
0.09% of the 13F portfolio, value $194,211.
13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,666 sharesChange vs previous 13F -1,523 shares
0.09% of the 13F portfolio, value $200,986.
13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,189 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $229,080.
13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).