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Talon Private Wealth, LLC

SEC CIK
0001990467
Latest filing
Sep 11, 2026

LAD holding history

Lithia Motors Inc in every 13F filed by Talon 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of LAD by Talon Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,290−100.0%Sold outHolders
Q1 20262,290$571.9K0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025164$55.6K<0.1%+164NewHolders
Q1 20250$00.0%−35−100.0%Sold outHolders
Q4 202435$12.6K<0.1%00.0%UnchangedHolders
Q3 202435$11.1K<0.1%–No prior filingHolders