Position in LAZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,541,922
-$1,560,144 QoQ
Shares Held
295,243
+1.7% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GW HENSSLER & ASSOCIATES LTD holds $50,474,621 across 3 Capital Markets names. LAZ ranks #3 (24.8% of the industry book) .
All Filings in LAZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,541,922 | 295,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,102,066 | 290,405 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,062,590 | 304,331 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $14,771,554 | 307,869 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||