Lithia Motors shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Lithia Motors (LAD) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Lithia Motors
Tip: Access up to 7 years of quarterly data
All positions including Lithia Motors held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lithia Motors by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $471k | 1.4k | 332.33 |
| 2025-06-30 | $464k | 1.4k | 337.86 |
| 2025-03-31 | $348k | 1.2k | 293.64 |
| 2024-12-31 | $248k | 693 | 357.62 |