Birchbrook’s Lithium Americas LAC Stock Holding History

Birchbrook’s Portfolio LAC Stock Details LAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.26K	Hold	2,000	–	–	﹤0.01%	223
2026 Q2	$7.7K	Hold	2,000	–	–	﹤0.01%	217
2026 Q1	$7.9K	Hold	2,000	–	–	﹤0.01%	209
2025 Q4	$8.72K	Hold	2,000	–	–	﹤0.01%	209
2025 Q3	$11.4K	Buy	+2,000	New	+$6.32K	0.01%	185

Other funds holding LAC

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $144M AUM

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Birchbrook's LAC Position: Q3 2026 in Review

Birchbrook held its Lithium Americas (LAC) position steady in Q3 2026 at 2,000 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Birchbrook first reported a position in LAC in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.4K in Q3 2025. 70 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Birchbrook held 2,000 shares of Lithium Americas worth $5.26K as of Q3 2026.
Birchbrook left its Lithium Americas share count unchanged in Q3 2026.
Lithium Americas made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #223 holding.
Birchbrook first reported a position in Lithium Americas in Q3 2025 and has held it in 5 quarters since.
Birchbrook's Lithium Americas position peaked at $11.4K in Q3 2025.
70 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.