Lido Advisors, LLC LUCD — LUCID DIAGNOSTICS INC

Ownership history in Lido Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Lido Advisors, LLC reported LUCID DIAGNOSTICS INC (LUCD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows LUCD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LUCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lido Advisors, LLC's position in LUCID DIAGNOSTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LUCD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUCD stock page Lido Advisors, LLC fund profile Lido Advisors, LLC full holdings
How Lido Advisors, LLC held LUCD — position size vs. price
% of Fund (quarterly)    LUCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 383,082 — 0% 0.00% $441K 2026-05-13 $1.02
2025 Q4 UNCHANGED — — — 383,082 — 0% 0.00% $387K 2026-02-10 $1.21
2025 Q3 UNCHANGED — — — 383,082 — 0% 0.00% $387K 2025-11-14 $1.07
2025 Q2 UNCHANGED — — — 383,082 — 0% 0.00% $441K 2025-08-13 $0.98
2025 Q1 ADDED — — — 383,082 +243,066 +173.6% 0.00% $571K 2025-05-15 $1.23
2024 Q4 ADDED — — — 140,016 +40,000 +40.0% 0.00% $115K 2025-02-14 $1.46
2024 Q3 ADDED — — — 100,016 +32,000 +47.0% 0.00% $82K 2024-11-14 $1.01
2024 Q2 INITIATED — — — 68,016 — — 0.00% $56K 2024-08-15 $0.83

🏢 Other funds also holding LUCD

As of 2026 Q1 — sorted by position size

PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 1.21% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 0.15% Sunbelt Securities, Inc. 3Y 7Y 0.07% Two Seas Capital LP 3Y 0.05% XML Financial, LLC 3Y 0.02% SCRATCH CAPITAL LLC 0.01% R Squared Ltd 0.01% Accordant Advisory Group Inc 0.01% Sargent Investment Group, LLC 3Y 7Y 0.01% Aberdeen Group plc 3Y 7Y 0.01%

FAQ About Lido Advisors, LLC and LUCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lido Advisors, LLC reported owning LUCD?

Lido Advisors, LLC reported LUCD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported LUCD position in Lido Advisors, LLC's portfolio?

The largest reported portfolio weight for LUCD was 0.00% in 2025 Q1.

What is the latest reported LUCD position on this page?

The most recent filing on this page is 2026 Q1, when Lido Advisors, LLC reported 383,082 shares, equal to 0.00% of portfolio, with an estimated market value of $441K.

What does the chart on this LUCD ownership page compare?

The chart compares Lido Advisors, LLC's quarterly LUCD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lido Advisors, LLC time their LUCD position?

Based on 13F filing dates vs. subsequent LUCD price moves, Lido Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LUCD relative to SPY over the holding period was -6.1%.

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