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

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

Joseph P. Lucia & Associates, LLC held 128,483 QYLD 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 128,483 shares
    Change vs previous 13F +1,742 shares

    0.71% of the 13F portfolio, value $2,367,937.

    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 126,741 shares
    Change vs previous 13F +4,414 shares

    0.78% of the 13F portfolio, value $2,173,603.

    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 122,327 shares
    Change vs previous 13F -907 shares

    0.78% of the 13F portfolio, value $2,161,536.

    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 123,234 shares
    Change vs previous 13F -5,270 shares

    0.79% of the 13F portfolio, value $2,096,219.

    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 128,504 shares
    Change vs previous 13F +4,427 shares

    0.88% of the 13F portfolio, value $2,148,587.

    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 124,077 shares
    Change vs previous 13F -2,650 shares

    0.94% of the 13F portfolio, value $2,063,401.

    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 126,727 shares
    Change vs previous 13F -4,428 shares

    1.03% of the 13F portfolio, value $2,308,959.

    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 131,155 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,366,027.

    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).