EverSource Wealth Advisors, LLC

Position in LAD — Lithia Motors Inc

CIK 1710537 BIRMINGHAM, AL

Position in LAD

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$155,320

-$119,180 QoQ

Shares Held

622

-24.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $1,785,465 across 18 Auto & Truck Dealerships names. LAD ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMX	Carmax Inc	11,341	$471,552
2	AN	Autonation, Inc.	1,938	$378,408
3	GPI	Group 1 Automotive Inc	684	$226,145
4	LAD	Lithia Motors Inc This page	622	$155,320
5	CARG	CarGurus, Inc.	3,778	$128,635
6	MCW	Mister Car Wash, Inc.	15,125	$105,416
7	CVNA	Carvana Co.	1,024	$64,377
8	RUSHA	Rush Enterprises Inc \Tx\	901	$59,560

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$155,320	622	-24.7%	Shares	Sole	2026-05-18
2025-12-31	$274,500	826	-12.8%	Shares	Sole	2026-02-06
2025-09-30	$299,252	947	+15.3%	Shares	Sole	2025-11-10
2025-06-30	$277,348	821	+49.8%	Shares	Sole	2025-08-13
2025-03-31	$160,856	548	+9.4%	Shares	Sole	2025-05-13
2024-12-31	$179,069	501	+22.5%	Shares	Sole	2025-02-10
2024-09-30	$129,912	409	-13.0%	Shares	Sole	2024-11-08
2024-06-30	$118,649	470	-15.2%	Shares	Sole	2024-08-13
2024-03-31	$166,674	554	+13.3%	Shares	Sole	2024-06-11
2023-12-31	$161,014	489	+28.7%	Shares	Sole	2024-02-09
2023-09-30	$112,223	380	+52.0%	Shares	Sole	2023-11-03
2023-06-30	$76,025	250	+1823.1%	Shares	Sole	2023-08-04
2023-03-31	$2,974	13	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.