Question 1

Does AssetMark own LAD stock?

Accepted Answer

Yes. As of its Q3 2026 13F, AssetMark holds 3,380 shares of LAD (Lithia Motors), worth $986,444.

Question 2

How many shares of LAD does AssetMark own?

Accepted Answer

As of its Q3 2026 13F, AssetMark holds 3,380 shares of LAD (Lithia Motors).

Question 3

What is AssetMark's LAD position worth?

Accepted Answer

As of its Q3 2026 13F, AssetMark's LAD position is worth $986,444.

Question 4

Is AssetMark buying or selling LAD?

Accepted Answer

In Q3 2026, AssetMark increased its LAD position by 451 shares (+15.4%).

Question 5

When did AssetMark first buy LAD?

Accepted Answer

AssetMark already held LAD in its Q1 2019 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	3,380	+15.4%	$986,444	0.0%	$291.83	29
2026-Q2	Increased	2,929	+26.9%	$850,863	0.0%	$289.95	31
2026-Q1	Decreased	2,308	-4.0%	$576,358	0.0%	$248.77	0
2025-Q4	Increased	2,405	+31.7%	$799,256	0.0%	$330.38	31
2025-Q3	Increased	1,826	+4.2%	$577,016	0.0%	$313.55	25
2025-Q2	Increased	1,753	+2.5%	$592,198	0.0%	$334.57	25
2025-Q1	Increased	1,711	+30.6%	$502,247	0.0%	$290.19	31
2024-Q4	Decreased	1,310	-0.5%	$468,233	0.0%	$352.75	0
2024-Q3	Decreased	1,316	-82.1%	$418,014	0.0%	$313.03	0