Pinnacle Wealth Planning Services, Inc.
Position in LAD — Lithia Motors Inc
CIK 1726752
MANSFIELD, OH
Position in LAD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$77,851
+$13,174 QoQ
Shares Held
268
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 444 holders
Holding Since
Dec 2020
4 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 Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $904,339 across 14 Auto & Truck Dealerships names. LAD ranks #8 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
2,193 | $144,343 | |
| 2 | KMX |
Carmax Inc
|
2,504 | $132,436 | |
| 3 | OPLN |
OPENLANE, Inc.
|
2,742 | $113,080 | |
| 4 | ABG |
Asbury Automotive Group Inc
|
538 | $108,181 | |
| 5 | GPI |
Group 1 Automotive Inc
|
330 | $96,086 | |
| 6 | AN |
Autonation, Inc.
|
449 | $83,419 | |
| 7 | RUSHA |
Rush Enterprises Inc \Tx\
|
1,674 | $81,451 | |
| 8 | LAD |
Lithia Motors Inc
This page
|
268 | $77,851 |
All Filings in LAD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,851 | 268 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $64,677 | 259 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $109,004 | 328 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $136,384 | 466 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||