Independent Solutions Wealth Management, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1818391
Williamsville, NY
Position in PAG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,488,909
-$159,915 QoQ
Shares Held
16,646
-0.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Independent Solutions Wealth Management, LLC holds $2,759,275 across 2 Auto & Truck Dealerships names. PAG ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
This page
|
16,646 | $2,488,909 | |
| 2 | CVNA |
Carvana Co.
|
860 | $270,366 |
All Filings in PAG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,488,909 | 16,646 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,648,824 | 16,734 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||