Position in LCID
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,793
-$1,610 QoQ
Shares Held
567
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 368 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LCID Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Kozak & Associates, Inc. holds $230,893 across 6 Auto Manufacturers names. LCID ranks #4 (1.6% of the industry book) .
All Filings in LCID
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,793 | 567 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $5,403 | 567 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,993 | 567 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,488 | 567 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $11,963 | 5,670 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $13,721 | 5,670 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $17,123 | 5,670 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $20,015 | 5,670 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,091 | 3,100 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $8,835 | 3,100 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||