Lucia Wealth Services, LLC

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
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Lucia Wealth Services, LLC has filed 12 SEC EDGAR filings since 13 Feb 2018

Latest Filings

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