Position in LAZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,461,716
-$80,206 QoQ
Shares Held
297,132
+0.6% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#45
of 343 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026GW HENSSLER & ASSOCIATES LTD holds $54,672,690 across 6 Capital Markets names. LAZ ranks #3 (22.8% of the industry book) .
All Filings in LAZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,461,716 | 297,132 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||