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

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

Joseph P. Lucia & Associates, LLC held 25,974 SCHP 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 25,974 shares
    Change vs previous 13F -2,108 shares

    0.21% of the 13F portfolio, value $688,306.

    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 28,082 shares
    Change vs previous 13F -2,073 shares

    0.27% of the 13F portfolio, value $747,249.

    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 30,155 shares
    Change vs previous 13F -8,104 shares

    0.29% of the 13F portfolio, value $798,820.

    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 38,259 shares
    Change vs previous 13F -399 shares

    0.39% of the 13F portfolio, value $1,031,093.

    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 38,658 shares
    Change vs previous 13F -1,747 shares

    0.42% of the 13F portfolio, value $1,031,382.

    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 40,405 shares
    Change vs previous 13F -4,043 shares

    0.5% of the 13F portfolio, value $1,086,498.

    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 44,448 shares
    Change vs previous 13F +15,377 shares

    0.51% of the 13F portfolio, value $1,148,097.

    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 29,071 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,559,065.

    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).