Independent Wealth Network’s Lithium Americas LAC Stock Holding History

Independent Wealth Network’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	$538K	Buy	204,456 +67,241	+49%	+$206K	0.14%	176
2026 Q2	$528K	Sell	137,215 -39,855	-23%	-$190K	0.13%	174
2026 Q1	$699K	Buy	177,070 +27,604	+18%	+$136K	0.21%	125
2025 Q4	$652K	Sell	149,466 -16,319	-10%	-$94.2K	0.2%	124
2025 Q3	$947K	Sell	165,785 -73,470	-31%	-$232K	0.3%	85
2025 Q2	$641K	Buy	239,255 +7,823	+3%	+$21.7K	0.23%	104
2025 Q1	$627K	Buy	231,432 +14,459	+7%	+$43.6K	0.25%	101
2024 Q4	$644K	Buy	216,973 +123,993	+133%	+$430K	0.26%	89
2024 Q3	$251K	Buy	92,980 +12,526	+16%	+$31.8K	0.11%	186
2024 Q2	$216K	Buy	+80,454	New	+$356K	0.1%	197

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

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

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Independent Wealth Network's LAC Position: Q3 2026 in Review

Independent Wealth Network increased its Lithium Americas (LAC) stake by 49% in Q3 2026, buying an estimated $206K and bringing the position to 204,456 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #176.

Independent Wealth Network first reported a position in LAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $947K in Q3 2025. 52 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Independent Wealth Network held 204,456 shares of Lithium Americas worth $538K as of Q3 2026.
Independent Wealth Network bought 67,241 Lithium Americas shares in Q3 2026, an estimated $206K.
Lithium Americas made up 0.14% of Independent Wealth Network's portfolio in Q3 2026, its #176 holding.
Independent Wealth Network first reported a position in Lithium Americas in Q2 2024 and has held it in 10 quarters since.
Independent Wealth Network's Lithium Americas position peaked at $947K in Q3 2025.
52 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.