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

Joseph P. Lucia & Associates, LLC held 90,938 XLF 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 90,938 shares

   Change vs previous 13F +8,923 shares

   1.47% of the 13F portfolio, value $4,875,192.

   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 82,015 shares

   Change vs previous 13F +230 shares

   1.45% of the 13F portfolio, value $4,049,088.

   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 81,785 shares

   Change vs previous 13F +5,736 shares

   1.62% of the 13F portfolio, value $4,479,411.

   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 76,049 shares

   Change vs previous 13F +7,005 shares

   1.55% of the 13F portfolio, value $4,096,812.

   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 69,044 shares

   Change vs previous 13F -3,098 shares

   1.48% of the 13F portfolio, value $3,615,823.

   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 72,142 shares

   Change vs previous 13F +7,659 shares

   1.64% of the 13F portfolio, value $3,593,417.

   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 64,483 shares

   Change vs previous 13F +12,246 shares

   1.39% of the 13F portfolio, value $3,116,480.

   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 52,237 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $2,367,398.

   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).