Lucia Wealth Services, LLC SEC EDGAR Filings (CIK 0001730471)

SEC EDGAR filings, ownership reports, and insider transactions for 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, MKC, SPTL, SPMB, FLRN, and TOTL
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

Recent SEC filings for Lucia Wealth Services, LLC including 13F-HR.

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.

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