Position in LAD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,776
+$2,528 QoQ
Shares Held
13
+160.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#394
of 440 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $16,479 across 5 Auto & Truck Dealerships names. LAD ranks #3 (22.9% of the industry book) .
All Filings in LAD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,776 | 13 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,248 | 5 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $664 | 2 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $632 | 2 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $675 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $587 | 2 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $714 | 2 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $635 | 2 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $504 | 2 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $601 | 2 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||