Position in LAD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,195
+$449 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 440 holders
Holding Since
Dec 2021
17 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, 2026Capital Advisors, Ltd. LLC holds $126,814 across 7 Auto & Truck Dealerships names. LAD ranks #4 (2.5% of the industry book) .
All Filings in LAD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,195 | 11 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,746 | 11 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,655 | 11 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3 | 11 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,716 | 11 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,228 | 11 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,931 | 11 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3 | 11 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,776 | 11 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3 | 11 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,622 | 11 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,248 | 11 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3 | 11 | Shares | Sole | 2023-07-26 | |
| 2022-09-30 | $1,072 | 5 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $824 | 3 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $600 | 2 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $296 | 1 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||