WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LAD — Lithia Motors Inc
CIK 1632972
PLYMOUTH, MN
Position in LAD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$970,817
+$692,629 QoQ
Shares Held
3,342
+200.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 58 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $24,652,968 across 15 Auto & Truck Dealerships names. LAD ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
154,702 | $8,182,188 | |
| 2 | AN |
Autonation, Inc.
|
22,081 | $4,102,428 | |
| 3 | CVNA |
Carvana Co.
|
47,734 | $3,141,851 | |
| 4 | SAH |
Sonic Automotive Inc
|
32,767 | $2,778,313 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
6,209 | $1,111,100 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
14,171 | $1,034,341 | |
| 7 | LAD |
Lithia Motors Inc
This page
|
3,342 | $970,817 | |
| 8 | ACVA |
ACV Auctions Inc.
|
88,289 | $634,797 |
All Filings in LAD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,817 | 3,342 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $278,188 | 1,114 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $537,045 | 1,616 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $643,692 | 2,037 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $628,345 | 1,860 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $540,407 | 1,841 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $301,670 | 844 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $247,759 | 780 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $748,840 | 2,489 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $787,308 | 2,391 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $724,739 | 2,454 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||