Position in LAD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$155,697
+$377 QoQ
Shares Held
536
-13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 444 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,598,566 across 16 Auto & Truck Dealerships names. LAD ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
7,053 | $373,028 | |
| 2 | AN |
Autonation, Inc.
|
1,945 | $361,357 | |
| 3 | CVNA |
Carvana Co.
|
4,642 | $305,532 | |
| 4 | GPI |
Group 1 Automotive Inc
|
539 | $156,936 | |
| 5 | LAD |
Lithia Motors Inc
This page
|
536 | $155,697 | |
| 6 | ACVA |
ACV Auctions Inc.
|
5,720 | $41,124 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
206 | $36,860 | |
| 8 | OPLN |
OPENLANE, Inc.
|
838 | $34,557 |
All Filings in LAD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,697 | 536 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $155,320 | 622 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $274,500 | 826 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $299,252 | 947 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $277,348 | 821 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $160,856 | 548 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $179,069 | 501 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $129,912 | 409 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $118,649 | 470 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $166,674 | 554 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $161,014 | 489 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $112,223 | 380 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $76,025 | 250 | 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. | ||||||