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Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

LAD holding history

Lithia Motors Inc in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LAD overviewAll 13F holders of LADFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q3 2021
Holdings of LAD by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−972−100.0%Sold outHolders
Q2 2025972$328.4K<0.1%−121−11.1%ReducedHolders
Q1 20251,093$320.8K<0.1%−100−8.4%ReducedHolders
Q4 20241,193$426.4K<0.1%−540−31.2%ReducedHolders
Q3 20241,733$550.5K<0.1%−61−3.4%ReducedHolders
Q2 20241,794$452.9K<0.1%−128−6.7%ReducedHolders
Q1 20241,922$578.3K<0.1%−207−9.7%ReducedHolders
Q4 20232,129$701.1K<0.1%−205−8.8%ReducedHolders
Q3 20232,334$689.3K<0.1%−610−20.7%ReducedHolders
Q2 20232,944$895.3K<0.1%−95−3.1%ReducedHolders
Q1 20233,039$695.7K<0.1%−22−0.7%ReducedHolders
Q4 20223,061$626.7K<0.1%−783−20.4%ReducedHolders
Q3 20223,844$825.0K<0.1%−3,687−49.0%ReducedHolders
Q2 20227,531$2.07M0.1%+5,327+241.7%AddedHolders
Q1 20222,204$661.0K<0.1%+927+72.6%AddedHolders
Q4 20211,277$379.0K<0.1%+325+34.1%AddedHolders
Q3 2021952$302.0K<0.1%+952NewHolders