Position in OPLN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,557
-$508 QoQ
Shares Held
838
-30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 351 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPLN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,598,566 across 16 Auto & Truck Dealerships names. OPLN ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
7,053 | $373,028 | |
| 2 | AN |
Autonation, Inc.
|
1,945 | $361,357 | |
| 3 | CVNA |
Carvana Co.
|
4,642 | $305,532 | |
| 4 | GPI |
Group 1 Automotive Inc
|
539 | $156,936 | |
| 5 | LAD |
Lithia Motors Inc
|
536 | $155,697 | |
| 6 | ACVA |
ACV Auctions Inc.
|
5,720 | $41,124 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
206 | $36,860 | |
| 8 | OPLN |
OPENLANE, Inc.
This page
|
838 | $34,557 |
All Filings in OPLN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,557 | 838 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,065 | 1,203 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $41,957 | 1,409 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,828 | 689 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,642 | 967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,418 | 696 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,847 | 446 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,199 | 545 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,041 | 545 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,428 | 545 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $8,071 | 545 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,488 | 703 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,699 | 703 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,617 | 703 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,337 | 409 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,511 | 583 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,661 | 925 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,172 | 1,173 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||