Position in LAD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$90,051
+$2,649 QoQ
Shares Held
310
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#326
of 440 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $346,419 across 3 Auto & Truck Dealerships names. LAD ranks #2 (26.0% of the industry book) .
All Filings in LAD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,051 | 310 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $87,402 | 350 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $116,315 | 350 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $110,600 | 350 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||