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Creative Planning LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $770K |
| Q3 2025 | $18K |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $31K |
| Q2 2026 | $3.7M |
| Q3 2026 | $36K |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 14.6K | — | — |
| Q3 2026 | $36K | 122 | — | — |
| Q2 2026 | $3.7M | 12.9K | — | — |
| Q2 2026 | $31K | 107 | — | — |
| Q1 2026 | $1.3M | 5.1K | — | — |
| Q4 2025 | $1.3M | 4.1K | — | — |
| Q3 2025 | $18K | 56 | — | — |
| Q3 2025 | $770K | 2.4K | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M