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McCarley & Cook Financial Planners’s Lithium Americas LAC Stock Holding History

McCarley & Cook Financial Planners’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 		$6.58K Hold
2,500
– – 0.01% 187
2026
Q2 		$9.6K Hold
2,500
– – 0.01% 161
2026
Q1 		$9.9K Hold
2,500
– – 0.01% 164
2025
Q4 		$10.9K Buy
+2,500
New +$14.4K 0.01% 150

Other funds holding LAC

GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Revisor Wealth Management
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
Wedbush Securities
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
Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

McCarley & Cook Financial Planners's LAC Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Lithium Americas (LAC) position steady in Q3 2026 at 2,500 shares worth $6.58K. The position accounts for 0.01% of the portfolio, ranked #187.

McCarley & Cook Financial Planners first reported a position in LAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q4 2025. 62 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

  • McCarley & Cook Financial Planners held 2,500 shares of Lithium Americas worth $6.58K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Lithium Americas share count unchanged in Q3 2026.
  • Lithium Americas made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #187 holding.
  • McCarley & Cook Financial Planners first reported a position in Lithium Americas in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Lithium Americas position peaked at $10.9K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.