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

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

Joseph P. Lucia & Associates, LLC held 352,641 SCHB 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 352,641 shares
Change vs previous 13F +13,225 shares
3.07% of the 13F portfolio, value $10,212,495.
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 339,416 shares
Change vs previous 13F +11,173 shares
3.05% of the 13F portfolio, value $8,519,346.
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 328,243 shares
Change vs previous 13F +2,825 shares
3.11% of the 13F portfolio, value $8,609,831.
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 325,418 shares
Change vs previous 13F -1,932 shares
3.16% of the 13F portfolio, value $8,366,521.
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 327,350 shares
Change vs previous 13F -18,342 shares
3.19% of the 13F portfolio, value $7,800,740.
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 345,692 shares
Change vs previous 13F +8,450 shares
3.4% of the 13F portfolio, value $7,442,755.
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 337,242 shares
Change vs previous 13F +226,756 shares
3.4% of the 13F portfolio, value $7,655,387.
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 110,486 shares
Change vs previous 13F not available
3.38% of the 13F portfolio, value $7,349,545.
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).