Joseph P. Lucia & Associates, LLC HAE — HAEMONETICS CORP MASS

Ownership history in Joseph P. Lucia & Associates, LLC  ·  4 quarters on record

AI Ownership Summary

Joseph P. Lucia & Associates, LLC reported HAEMONETICS CORP MASS (HAE) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.23% in 2025 Q4. The latest visible filing shows HAE at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HAE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joseph P. Lucia & Associates, LLC's position in HAEMONETICS CORP MASS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HAE was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Joseph P. Lucia & Associates, LLC held HAE — position size vs. price
% of Fund (quarterly)    HAE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 6,759 — 0% 0.21% $712K 2026-10-30 $119.65
2026 Q2 UNCHANGED — — — 6,759 — 0% 0.15% $507K 2026-08-07 $87.84
2026 Q1 REDUCED 16.7% +33.3% ❌ 6,759 -1,352 -16.7% 0.14% $381K 2026-05-15 $56.29
2025 Q4 INITIATED — — — 8,111 — — 0.23% $650K 2026-01-28 $66.06

FAQ About Joseph P. Lucia & Associates, LLC and HAE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joseph P. Lucia & Associates, LLC reported owning HAE?

Joseph P. Lucia & Associates, LLC reported HAE across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported HAE position in Joseph P. Lucia & Associates, LLC's portfolio?

The largest reported portfolio weight for HAE was 0.23% in 2025 Q4.

What is the latest reported HAE position on this page?

The most recent filing on this page is 2026 Q3, when Joseph P. Lucia & Associates, LLC reported 6,759 shares, equal to 0.21% of portfolio, with an estimated market value of $712K.

What does the chart on this HAE ownership page compare?

The chart compares Joseph P. Lucia & Associates, LLC's quarterly HAE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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