Transamerica Financial Advisors, LLC
Position in LAD — Lithia Motors Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in LAD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,452
+$454 QoQ
Shares Held
5
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 440 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $46,712 across 9 Auto & Truck Dealerships names. LAD ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
454 | $29,882 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
40 | $7,158 | |
| 3 | AN |
Autonation, Inc.
|
23 | $4,273 | |
| 4 | KMX |
Carmax Inc
|
29 | $1,533 | |
| 5 | VVV |
Valvoline Inc
|
37 | $1,462 | |
| 6 | LAD |
Lithia Motors Inc
This page
|
5 | $1,452 | |
| 7 | CWH |
Camping World Holdings, Inc.
|
115 | $877 | |
| 8 | CRMT |
Americas Carmart Inc
|
27 | $75 |
All Filings in LAD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452 | 5 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $998 | 4 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $996 | 3 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $632 | 2 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||