Filer · Institutional
ANDREWS, LUCIA WEALTH MANAGEMENTLLC
CIK 0001906227TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q2 202613F-HR
0001725547-26-000238 · filed 2026-07-20
39
positions
Q1 202613F-HR
0001725547-26-000128 · filed 2026-04-15
35
positions
Q4 202513F-HR
0001725547-26-000050 · filed 2026-01-26
33
positions
Q3 202513F-HR
0001725547-25-004094 · filed 2025-10-08
32
positions
Q2 202513F-HR
0001725547-25-003406 · filed 2025-07-11
28
positions
Q1 202513F-HR
0001725547-25-001422 · filed 2025-04-21
27
positions
Q4 202413F-HR
0001725547-25-000116 · filed 2025-01-15
26
positions
Q3 202413F-HR
0001725547-24-005802 · filed 2024-10-11
27
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.