Position in LAD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$206,828
-$36,105 QoQ
Shares Held
712
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 440 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $1,046,840 across 3 Auto & Truck Dealerships names. LAD ranks #3 (19.8% of the industry book) .
All Filings in LAD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,828 | 712 | Shares | Defined | 2026-07-24 | |
| 2025-12-31 | $242,933 | 731 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $238,896 | 756 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $246,608 | 730 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $205,478 | 700 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $250,201 | 700 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $210,595 | 663 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||