Position in LAD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,390
+$897 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#376
of 440 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $46,928 across 6 Auto & Truck Dealerships names. LAD ranks #4 (13.6% of the industry book) .
All Filings in LAD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,390 | 22 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,493 | 22 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,661 | 5 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||