Back to LAD
HB Wealth Management, LLC → LAD
HB Wealth Management, LLC LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
2
Latest value
$477K
Q3 2026
Peak value
$477K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $374K |
| Q3 2026 | $477K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $477K | 1.6K | — | — |
| Q2 2026 | $374K | 1.3K | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M