Current Market Value 244,381,423
Current Holdings 151
Most Recent File Date 2025-08-04
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Joseph P. Lucia & Associates, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-04 2025-06-30 13F-HR 151 244,381
2025-05-14 2025-03-31 13F-HR 140 218,847
2025-01-22 2024-12-31 13F-HR 146 224,960
2024-10-23 2024-09-30 13F-HR 136 217,130
2024-07-24 2024-06-30 13F-HR 123 195,222
2024-05-03 2024-03-31 13F-HR 122 186,669
2024-01-29 2023-12-31 13F-HR 117 160,670
2023-10-30 2023-09-30 13F-HR 109 143,022
2023-07-21 2023-06-30 13F-HR 117 149,379
2023-05-02 2023-03-31 13F-HR 119 143,567
2023-02-13 2022-12-31 13F-HR 114 133,531
2022-10-28 2022-09-30 13F-HR 107 127,356
2022-07-26 2022-06-30 13F-HR 484 141,689
2022-04-19 2022-03-31 13F-HR 483 164,414
2022-02-04 2021-12-31 13F-HR 127 157,329
2021-10-13 2021-09-30 13F-HR 609 168,782
2021-07-27 2021-06-30 13F-HR 603 167,356
2021-04-23 2021-03-31 13F-HR 596 224,186
2021-01-29 2020-12-31 13F-HR 511 143,265
2020-10-20 2020-09-30 13F-HR 94 107,148
2020-07-10 2020-06-30 13F-HR 501 111,156
2020-04-22 2020-03-31 13F-HR 467 89,927
2020-01-23 2019-12-31 13F-HR 466 109,964
2019-10-15 2019-09-30 13F-HR 477 97,059
2019-07-23 2019-06-30 13F-HR 469 95,323
2019-05-02 2019-03-31 13F-HR 349 1,344,271