Position in LAD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,100
+$856 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#381
of 440 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $6,100 across 1 Auto & Truck Dealerships name. LAD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
21 | $6,100 |
All Filings in LAD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,100 | 21 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,244 | 21 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,978 | 21 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,636 | 21 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,094 | 21 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,164 | 21 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,506 | 21 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,670 | 21 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,301 | 21 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,318 | 21 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,914 | 21 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||