Position in LAZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$436,888
-$4,266 QoQ
Shares Held
10,417
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#182
of 339 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $2,168,157 across 2 Capital Markets names. LAZ ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,282 | $1,731,269 | |
| 2 | LAZ |
Lazard, Inc.
This page
|
10,417 | $436,888 |
All Filings in LAZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,888 | 10,417 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $441,154 | 10,385 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||