Position in LAZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,823
New position
Shares Held
115
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#287
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026RMG Wealth Management LLC holds $130,885 across 7 Capital Markets names. LAZ ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
427 | $89,260 | |
| 2 | GS |
Goldman Sachs Group Inc
|
25 | $25,284 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
100 | $8,704 | |
| 4 | LAZ |
Lazard, Inc.
This page
|
115 | $4,823 | |
| 5 | DEFT |
Defi Technologies, Inc.
|
2,500 | $1,285 | |
| 6 | BTBT |
Bit Digital, Inc
|
650 | $1,170 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27 | $359 |
All Filings in LAZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,823 | 115 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||