Institute for Wealth Management, LLC.

Position in LAD — Lithia Motors Inc

CIK 1533954 DENVER, CO

Position in LAD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$23,239

New position

Shares Held

80

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#356

of 443 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,006,903 across 5 Auto & Truck Dealerships names. LAD ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AN	Autonation, Inc.	10,193	$1,893,757
2	VVV	Valvoline Inc	1,715	$67,811
3	LAD	Lithia Motors Inc This page	80	$23,239
4	CVNA	Carvana Co.	175	$11,518
5	KMX	Carmax Inc	200	$10,578

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,239	80	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.