Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,904
+$657 QoQ
Shares Held
10
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 443 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $9,436 across 5 Auto & Truck Dealerships names. LAD ranks #2 (30.8% of the industry book) .
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,904 | 10 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,247 | 9 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,658 | 8 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,528 | 8 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $2,702 | 8 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $2,348 | 8 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $2,859 | 8 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $2,541 | 8 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $2,019 | 8 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $2,406 | 8 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $2,634 | 8 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $2,362 | 8 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $2,432 | 8 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $2,289 | 10 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $4,298 | 21 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,716 | 8 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $2,198 | 8 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $2,400 | 8 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,375 | 8 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,536 | 8 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,749 | 8 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $3,120 | 8 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,341 | 8 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $1,823 | 8 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,210 | 8 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $817 | 10 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||