Position in LAD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$312,857
+$67,133 QoQ
Shares Held
1,077
+9.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#267
of 440 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $1,383,001 across 5 Auto & Truck Dealerships names. LAD ranks #2 (22.6% of the industry book) .
All Filings in LAD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,857 | 1,077 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $245,724 | 984 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $315,048 | 948 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $299,252 | 947 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $327,009 | 968 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $323,187 | 1,101 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $344,562 | 964 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $306,204 | 964 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $241,847 | 958 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||