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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

LCID holding history

Lucid Group, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LCID overviewAll 13F holders of LCIDFull Q2 2026 holdings

Shares (Q2 2026)
150
Value
$1.00K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of LCID by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150$1.00K<0.1%−1,500−90.9%ReducedHolders
Q1 20261,650$15.7K<0.1%00.0%UnchangedHolders
Q4 20251,650$17.4K<0.1%00.0%UnchangedHolders
Q3 20251,650$39.3K<0.1%00.0%UnchangedConverted for a 1-for-10 splitHolders
Q2 202516,500$34.8K<0.1%+5,000+43.5%AddedHolders
Q1 202511,500$27.8K<0.1%00.0%UnchangedHolders
Q4 202411,500$34.7K<0.1%00.0%UnchangedHolders
Q3 202411,500$40.6K<0.1%00.0%UnchangedHolders
Q2 202411,500$30.0K<0.1%00.0%UnchangedHolders
Q1 202411,500$32.8K<0.1%+4,000+53.3%AddedHolders
Q4 20237,500$31.6K<0.1%00.0%UnchangedHolders
Q3 20237,500$41.9K<0.1%00.0%UnchangedHolders
Q2 20237,500$51.7K<0.1%00.0%UnchangedHolders
Q1 20237,500$60.3K<0.1%+3,000+66.7%AddedHolders
Q4 20224,500$30.7K<0.1%00.0%UnchangedHolders
Q3 20224,500$62.9K<0.1%00.0%UnchangedHolders
Q2 20224,500$77.0K<0.1%00.0%UnchangedHolders
Q1 20224,500$114.0K<0.1%+500+12.5%AddedHolders
Q4 20214,000$152.0K<0.1%+500+14.3%AddedHolders
Q3 20213,500$88.8K<0.1%+3,500NewHolders