ELEVATION POINT WEALTH PARTNERS, LLC

Position in LAD — Lithia Motors Inc

CIK 1744349 DENVER, CO

Position in LAD

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$337,871

+$56,631 QoQ

Shares Held

1,353

+52.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $2,273,257 across 2 Auto & Truck Dealerships names. LAD ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PAG	Penske Automotive Group, Inc.	12,944	$1,935,386
2	LAD	Lithia Motors Inc This page	1,353	$337,871

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$337,871	1,353	+52.0%	Shares	Sole	2026-04-27
2025-09-30	$281,240	890	-42.8%	Shares	Sole	2025-11-14
2025-06-30	$525,647	1,556	+2.8%	Shares	Sole	2026-02-03
2025-03-31	$444,126	1,513	+5.5%	Shares	Sole	2026-02-03
2024-12-31	$512,554	1,434	-2.4%	Shares	Sole	2026-02-03
2024-09-30	$466,930	1,470	-18.4%	Shares	Sole	2026-02-03
2024-06-30	$454,914	1,802	+0.2%	Shares	Sole	2026-02-03
2024-03-31	$541,247	1,799	+0.3%	Shares	Sole	2026-02-03
2023-12-31	$590,399	1,793	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$527,754	1,787	-4.3%	Shares	Sole	2023-10-11
2023-06-30	$568,077	1,868	+64.9%	Shares	Sole	2023-08-14
2023-03-31	$259,377	1,133	+46.0%	Shares	Sole	2023-05-11
2021-12-31	$230,433	776	-57.6%	Shares	Sole	2022-02-02
2021-09-30	$580,500	1,831	+7.6%	Shares	Sole	2021-11-02
2021-06-30	$584,531	1,701	+66.3%	Shares	Sole	2021-08-04
2020-12-31	$299,401	1,023	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.