Back to LAD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → LAD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $620K |
| Q4 2025 | $528K |
| Q1 2026 | $281K |
| Q2 2026 | $1M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 5.7K | — | — |
| Q2 2026 | $1M | 3.3K | — | — |
| Q1 2026 | $281K | 1.1K | — | — |
| Q4 2025 | $528K | 1.6K | — | — |
| Q3 2025 | $620K | 2.0K | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M