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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

LAD holding history

Lithia Motors Inc in every 13F filed by Boston Private Wealth LLC, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of LAD by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−698−100.0%Sold outHolders
Q4 2024698$249.5K<0.1%+698NewHolders
Q2 20240$00.0%−684−100.0%Sold outHolders
Q1 2024684$205.8K<0.1%+684NewHolders
Q4 20230$00.0%−1,012−100.0%Sold outHolders
Q3 20231,012$298.9K<0.1%−80−7.3%ReducedHolders
Q2 20231,092$332.1K<0.1%−217−16.6%ReducedHolders
Q1 20231,309$299.7K<0.1%−31−2.3%ReducedHolders
Q4 20221,340$274.4K<0.1%+1,340NewHolders
Q4 20210$00.0%−3,162−100.0%Sold outHolders
Q3 20213,162$1.00M<0.1%+858+37.2%AddedHolders
Q2 20212,304$791.0K<0.1%+574+33.2%AddedHolders
Q1 20211,730$675.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.