Steward Partners Investment Advisory, LLC
Position in LAD — Lithia Motors Inc
CIK 1723397
STAMFORD, CT
Position in LAD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$218,005
-$109,340 QoQ
Shares Held
873
-11.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $1,231,345 across 13 Auto & Truck Dealerships names. LAD ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RUSHA |
Rush Enterprises Inc Tx
|
9,723 | $642,787 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
873 | $218,005 | |
| 3 | CVNA |
Carvana Co.
|
577 | $181,397 | |
| 4 | ABG |
Asbury Automotive Group Inc
|
392 | $76,600 | |
| 5 | KMX |
Carmax Inc
|
1,551 | $64,490 | |
| 6 | GPI |
Group 1 Automotive Inc
|
53 | $17,523 | |
| 7 | AN |
Autonation, Inc.
|
44 | $8,591 | |
| 8 | CARG |
CarGurus, Inc.
|
208 | $7,082 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,005 | 873 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $327,345 | 985 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $376,356 | 1,191 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $392,209 | 1,161 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $353,422 | 1,204 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,313,912 | 3,676 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $195,348 | 615 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $161,568 | 640 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $179,011 | 595 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $200,860 | 610 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $91,552 | 310 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $85,150 | 280 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $64,100 | 280 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $96,227 | 470 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $67,368 | 314 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $82,443 | 300 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $121,548 | 405 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,987 | 37 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,730 | 37 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,714 | 37 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,433 | 37 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,828 | 37 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,433 | 37 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,599 | 37 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,026 | 37 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||