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

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

Joseph P. Lucia & Associates, LLC held 5,668 SOXX 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 5,668 shares
    Change vs previous 13F -25 shares

    1.09% of the 13F portfolio, value $3,631,828.

    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 5,693 shares
    Change vs previous 13F +165 shares

    0.67% of the 13F portfolio, value $1,871,061.

    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 5,528 shares
    Change vs previous 13F -339 shares

    0.6% of the 13F portfolio, value $1,664,757.

    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 5,867 shares
    Change vs previous 13F -16 shares

    0.6% of the 13F portfolio, value $1,590,661.

    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 5,883 shares
    Change vs previous 13F +409 shares

    0.57% of the 13F portfolio, value $1,404,272.

    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 5,474 shares
    Change vs previous 13F -221 shares

    0.47% of the 13F portfolio, value $1,030,043.

    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 5,695 shares
    Change vs previous 13F +703 shares

    0.55% of the 13F portfolio, value $1,227,216.

    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 4,992 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,151,105.

    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).