Heritage Wealth Advisors

Position in LCID — Lucid Group, Inc.

CIK 1591122 RICHMOND, VA

Position in LCID

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,003

-$14,721 QoQ

Shares Held

150

-90.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#263

of 368 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Heritage Wealth Advisors holds $403,491 across 5 Auto Manufacturers names. LCID ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	734	$308,720
2	GM	General Motors Co	674	$51,951
3	F	Ford Motor Co	2,920	$40,588
4	NIO	NIO Inc.	243	$1,229
5	LCID	Lucid Group, Inc. This page	150	$1,003

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,003	150	-90.9%	Shares	Sole	2026-08-14
2026-03-31	$15,724	1,650	0.0%	Shares	Sole	2026-05-14
2025-12-31	$17,440	1,650	0.0%	Shares	Sole	2026-02-13
2025-09-30	$39,253	1,650	-90.0%	Shares	Sole	2025-11-13
2025-06-30	$34,815	16,500	+43.5%	Shares	Sole	2025-08-11
2025-03-31	$27,830	11,500	0.0%	Shares	Sole	2025-05-08
2024-12-31	$34,730	11,500	0.0%	Shares	Sole	2025-02-12
2024-09-30	$40,595	11,500	0.0%	Shares	Sole	2024-11-12
2024-06-30	$30,015	11,500	0.0%	Shares	Sole	2024-12-12
2024-03-31	$32,775	11,500	+53.3%	Shares	Sole	2024-12-12
2023-12-31	$31,575	7,500	0.0%	Shares	Sole	2024-12-12
2023-09-30	$41,925	7,500	0.0%	Shares	Sole	2024-12-12
2023-06-30	$51,675	7,500	0.0%	Shares	Sole	2024-12-12
2023-03-31	$60,300	7,500	+66.7%	Shares	Sole	2023-05-04
2022-12-31	$30,735	4,500	0.0%	Shares	Sole	2024-12-12
2022-09-30	$62,865	4,500	0.0%	Shares	Sole	2024-12-12
2022-06-30	$77,220	4,500	0.0%	Shares	Sole	2022-08-04
2022-03-31	$114,300	4,500	+12.5%	Shares	Sole	2022-05-11
2021-12-31	$152,200	4,000	+14.3%	Shares	Sole	2022-03-28
2021-09-30	$88,830	3,500	—	Shares	Sole	2021-11-02
2021-06-30 CCIV	—	2,000	0.0%	Shares	Sole	2021-08-09
2021-03-31 CCIV	—	2,000	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.