Ownership history in Joseph P. Lucia & Associates, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in ISHARES SELECT DIVIDEND (DVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 31,504 | -97 | -0.3% | 1.60% | $4.4M | $141.14 |
| 2025 Q3 | REDUCED | 31,601 | -246 | -0.8% | 1.69% | $4.5M | $140.51 |
| 2025 Q2 | REDUCED | 31,847 | -877 | -2.7% | 1.73% | $4.2M | $130.17 |
| 2025 Q1 | REDUCED | 32,724 | -387 | -1.2% | 2.01% | $4.4M | $130.38 |
As of 2025 Q4 — sorted by position size