Global Retirement Partners, LLC
PensionPosition in LAD — Lithia Motors Inc
CIK 1749744
San Rafael, CA
Position in LAD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$107,771
-$14,858 QoQ
Shares Held
371
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#323
of 440 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $1,228,674 across 17 Auto & Truck Dealerships names. LAD ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPLN |
OPENLANE, Inc.
|
8,622 | $355,571 | |
| 2 | CVNA |
Carvana Co.
|
4,099 | $269,796 | |
| 3 | VVV |
Valvoline Inc
|
3,622 | $143,213 | |
| 4 | LAD |
Lithia Motors Inc
This page
|
371 | $107,771 | |
| 5 | GPI |
Group 1 Automotive Inc
|
278 | $80,945 | |
| 6 | CARG |
CarGurus, Inc.
|
1,977 | $67,395 | |
| 7 | AN |
Autonation, Inc.
|
340 | $63,168 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
297 | $53,148 |
All Filings in LAD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,771 | 371 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $122,629 | 369 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $65,096 | 206 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $82,765 | 245 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $12,510 | 35 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,117 | 35 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,845 | 39 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $11,131 | 37 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $12,183 | 37 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $10,927 | 37 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,731 | 32 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,325 | 32 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $70,021 | 342 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $73,376 | 342 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $93,435 | 340 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $103,241 | 344 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $8,877 | 28 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $9,621 | 28 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $10,922 | 28 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $36,583 | 125 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $25,985 | 114 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $20,126 | 133 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,405 | 115 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||