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

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

Joseph P. Lucia & Associates, LLC held 18,828 WCLD 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 18,828 shares
    Change vs previous 13F -1,497 shares

    0.18% of the 13F portfolio, value $603,549.

    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 20,325 shares
    Change vs previous 13F -6,494 shares

    0.2% of the 13F portfolio, value $555,279.

    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 26,819 shares
    Change vs previous 13F -7,384 shares

    0.34% of the 13F portfolio, value $938,933.

    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 34,203 shares
    Change vs previous 13F +248 shares

    0.45% of the 13F portfolio, value $1,202,872.

    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 33,955 shares
    Change vs previous 13F -1,905 shares

    0.5% of the 13F portfolio, value $1,227,134.

    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 35,860 shares
    Change vs previous 13F +979 shares

    0.53% of the 13F portfolio, value $1,163,657.

    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 34,881 shares
    Change vs previous 13F +3,127 shares

    0.58% of the 13F portfolio, value $1,308,735.

    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 31,754 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,014,858.

    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).