Position in LAD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,881
+$2,650 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 440 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026NewEdge Advisors, LLC holds $10,669,345 across 10 Auto & Truck Dealerships names. LAD ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
93,271 | $6,139,097 | |
| 2 | KMX |
Carmax Inc
|
69,611 | $3,681,725 | |
| 3 | VVV |
Valvoline Inc
|
10,679 | $422,247 | |
| 4 | AN |
Autonation, Inc.
|
1,500 | $278,685 | |
| 5 | GPI |
Group 1 Automotive Inc
|
386 | $112,391 | |
| 6 | LAD |
Lithia Motors Inc
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|
65 | $18,881 | |
| 7 | OPLN |
OPENLANE, Inc.
|
150 | $6,186 | |
| 8 | CARG |
CarGurus, Inc.
|
171 | $5,829 |
All Filings in LAD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,881 | 65 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,231 | 65 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $21,601 | 65 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $20,540 | 65 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $21,958 | 65 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,373 | 66 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,590 | 66 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,964 | 66 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $214,834 | 851 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $328,839 | 1,093 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $444,528 | 1,350 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $331,655 | 1,123 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $426,362 | 1,402 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $323,935 | 1,415 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $294,416 | 1,438 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $233,859 | 1,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,672 | 1,065 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||