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

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

Joseph P. Lucia & Associates, LLC held 35,559 SMH 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 35,559 shares
    Change vs previous 13F -429 shares

    7.01% of the 13F portfolio, value $23,322,776.

    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 35,988 shares
    Change vs previous 13F -610 shares

    4.93% of the 13F portfolio, value $13,797,789.

    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 36,598 shares
    Change vs previous 13F -545 shares

    4.75% of the 13F portfolio, value $13,180,389.

    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 37,143 shares
    Change vs previous 13F +489 shares

    4.57% of the 13F portfolio, value $12,122,137.

    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 36,654 shares
    Change vs previous 13F -702 shares

    4.18% of the 13F portfolio, value $10,221,974.

    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 37,356 shares
    Change vs previous 13F -1,062 shares

    3.61% of the 13F portfolio, value $7,899,602.

    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 38,418 shares
    Change vs previous 13F -210 shares

    4.14% of the 13F portfolio, value $9,303,606.

    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 38,628 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $9,481,243.

    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).