Position in LAD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$580
+$81 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#427
of 440 holders
Holding Since
Mar 2025
6 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,533 across 4 Auto & Truck Dealerships names. LAD ranks #3 (22.9% of the industry book) .
All Filings in LAD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580 | 2 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $499 | 2 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $664 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,896 | 6 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,026 | 6 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $587 | 2 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||