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

Joseph P. Lucia & Associates, LLC held 12,868 VIG 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 12,868 shares

   Change vs previous 13F +593 shares

   0.92% of the 13F portfolio, value $3,044,869.

   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).

2. period ended2026-03-31

   13F 12,275 shares

   Change vs previous 13F -44 shares

   0.94% of the 13F portfolio, value $2,639,802.

   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).

3. period ended2025-12-31

   13F 12,319 shares

   Change vs previous 13F +102 shares

   0.98% of the 13F portfolio, value $2,707,537.

   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).

4. period ended2025-09-30

   13F 12,217 shares

   Change vs previous 13F +70 shares

   0.99% of the 13F portfolio, value $2,636,404.

   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).

5. period ended2025-06-30

   13F 12,147 shares

   Change vs previous 13F 0 shares

   1.02% of the 13F portfolio, value $2,486,127.

   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).

6. period ended2025-03-31

   13F 12,147 shares

   Change vs previous 13F -161 shares

   1.08% of the 13F portfolio, value $2,356,397.

   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).

7. period ended2024-12-31

   13F 12,308 shares

   Change vs previous 13F -36 shares

   1.07% of the 13F portfolio, value $2,410,371.

   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).

8. period ended2024-09-30

   13F 12,344 shares

   Change vs previous 13F not available

   1.13% of the 13F portfolio, value $2,444,770.

   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).