Filer Snapshot

Lucia Wealth Services, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001730471.

Entity Type

Company

Total Filings

12

Latest Filing

09 Nov 2020

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 09 Nov 2020 for CIK 0001730471.

View Source Filing
Business address
13520 Evening Creek Drive N, Suite 300, San Diego, CA, 92128
Top securities (13F)
JNJ, AAPL, MSFT, BR, PARA, MRK, KMB, GOOG, HUSV, HSY, ADP, K, CLX, PHYS, IBM, VRIG, MKC, SPTL, SPMB, and FLRN
State of incorporation
CA
Fiscal year end
31 December

Quick Takeaways

  • Lucia Wealth Services, LLC is an SEC filer tracked under CIK 0001730471.
  • 12 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 09 Nov 2020.
  • Report period: 30 Sep 2020.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 09 Nov 2020 for CIK 0001730471.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Lucia Wealth Services, LLC.

Latest source-backed update
13F-HR filed 09 Nov 2020
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 09 Nov 2020.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Lucia Wealth Services, LLC

New filing available

Latest 13F period: Q3 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Nov 2020

Page type

Filer profile

Latest period

Q3 2020

Institutional portfolio context was refreshed from a 13F filing filed on 09 Nov 2020.

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Benchmark Context

Benchmark context for this company

Lucia Wealth Services, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

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Why this is notable

Latest 13F period: Q3 2020. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Lucia Wealth Services, LLC has filed 12 SEC EDGAR filings since 13 Feb 2018. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Lucia Wealth Services, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2020 30 Sep 2020 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2020 30 Jun 2020 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2020 31 Mar 2020 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2020 31 Dec 2019 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2019 30 Sep 2019 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2019 30 Jun 2019 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2019 31 Mar 2019 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2019 31 Dec 2018 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2018 30 Sep 2018 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2018 30 Jun 2018 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2018 31 Mar 2018 028-18394
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2018 31 Dec 2017 028-18394

About this filer

Lucia Wealth Services, LLC files with the SEC under CIK 0001730471. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.