Position in LAD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,742
+$1,493 QoQ
Shares Held
6
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 440 holders
Holding Since
Mar 2021
8 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, 2026HARBOUR INVESTMENTS, INC. holds $506,084 across 9 Auto & Truck Dealerships names. LAD ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
10,425 | $412,204 | |
| 2 | CVNA |
Carvana Co.
|
1,221 | $80,366 | |
| 3 | KMX |
Carmax Inc
|
187 | $9,890 | |
| 4 | LAD |
Lithia Motors Inc
This page
|
6 | $1,742 | |
| 5 | ABG |
Asbury Automotive Group Inc
|
6 | $1,206 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
2 | $357 | |
| 7 | GPI |
Group 1 Automotive Inc
|
1 | $291 | |
| 8 | AN |
Autonation, Inc.
|
0 | $28 |
All Filings in LAD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742 | 6 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $249 | 1 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $332 | 1 | Shares | Sole | 2026-02-09 | |
| 2022-09-30 | $1,072 | 5 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,374 | 5 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $1,268 | 4 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,030 | 3 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,170 | 3 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||