Position in LAD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$871
+$622 QoQ
Shares Held
3
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 440 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $32,524 across 6 Auto & Truck Dealerships names. LAD ranks #3 (2.7% of the industry book) .
All Filings in LAD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871 | 3 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $249 | 1 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||