Skip to content
Disclosery

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

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

Joseph P. Lucia & Associates, LLC held 83,638 SCHA 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 83,638 shares
    Change vs previous 13F -120 shares

    0.91% of the 13F portfolio, value $3,021,841.

    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 83,758 shares
    Change vs previous 13F -1,808 shares

    0.87% of the 13F portfolio, value $2,435,683.

    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 85,566 shares
    Change vs previous 13F -3,000 shares

    0.88% of the 13F portfolio, value $2,436,920.

    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 88,566 shares
    Change vs previous 13F +722 shares

    0.93% of the 13F portfolio, value $2,470,991.

    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 87,844 shares
    Change vs previous 13F -6,120 shares

    0.91% of the 13F portfolio, value $2,222,453.

    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 93,964 shares
    Change vs previous 13F -1,606 shares

    1.01% of the 13F portfolio, value $2,201,577.

    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 95,570 shares
    Change vs previous 13F +47,287 shares

    1.1% of the 13F portfolio, value $2,471,440.

    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 48,283 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,486,575.

    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).