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IFP Advisors, Inc LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
6
Latest value
$649K
Q3 2026
Peak value
$713K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $713K |
| Q3 2025 | $694K |
| Q4 2025 | $709K |
| Q1 2026 | $523K |
| Q2 2026 | $625K |
| Q3 2026 | $649K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $649K | 2.2K | — | — |
| Q2 2026 | $625K | 2.2K | — | — |
| Q1 2026 | $523K | 2.1K | — | — |
| Q4 2025 | $709K | 2.1K | — | — |
| Q3 2025 | $694K | 2.2K | — | — |
| Q3 2025 | $713K | 2.1K | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M