Diversify Advisory Services
LAC icon

Diversify Advisory Services’s Lithium Americas LAC Stock Holding History

Diversify Advisory Services’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 		$25.9K Sell
11,541
-54
-0.5% -$166 ﹤0.01% 1265
2026
Q2 		$33.6K Buy
+11,595
New +$55.2K ﹤0.01% 1241
2025
Q3 		– Sell
-17,780
Closed -$50.7K – 899
2025
Q2 		$50.7K Buy
+17,780
New +$49.3K ﹤0.01% 818

Other funds holding LAC

GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return

Diversify Advisory Services's LAC Position: Q3 2026 in Review

Diversify Advisory Services reduced its Lithium Americas (LAC) stake by 0.47% in Q3 2026, selling an estimated $166 and leaving 11,541 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Diversify Advisory Services first reported a position in LAC in Q2 2025 and has held it in 3 quarters since. The position peaked at $50.7K in Q2 2025. 36 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

  • Diversify Advisory Services held 11,541 shares of Lithium Americas worth $25.9K as of Q3 2026.
  • Diversify Advisory Services sold 54 Lithium Americas shares in Q3 2026, an estimated $166.
  • Lithium Americas made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1265 holding.
  • Diversify Advisory Services first reported a position in Lithium Americas in Q2 2025 and has held it in 3 quarters since.
  • Diversify Advisory Services's Lithium Americas position peaked at $50.7K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.