Allied Private Wealth LLC

Position in LAD — Lithia Motors Inc

CIK 2132253 BOCA RATON, FL

Position in LAD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$16,557

New position

Shares Held

57

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#15

of 28 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Jun 30, 2026

Allied Private Wealth LLC holds $32,056 across 3 Auto & Truck Dealerships names. LAD ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAD	Lithia Motors Inc This page	57	$16,557
2	ABG	Asbury Automotive Group Inc	75	$15,081
3	CRMT	Americas Carmart Inc	150	$418

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,557	57	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.