Position in LAZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$226,853
-$6,829 QoQ
Shares Held
5,409
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#217
of 339 holders
Holding Since
Dec 2024
7 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, 2026Prosperity Consulting Group, LLC holds $5,181,708 across 6 Capital Markets names. LAZ ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,132 | $2,156,240 | |
| 2 | MS |
Morgan Stanley
|
6,904 | $1,443,212 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,796 | $678,563 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,507 | $351,681 | |
| 5 | SCHW |
Schwab Charles Corp
|
3,524 | $325,159 | |
| 6 | LAZ |
Lazard, Inc.
This page
|
5,409 | $226,853 |
All Filings in LAZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,853 | 5,409 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $233,682 | 5,501 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $293,108 | 6,036 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $331,458 | 6,280 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $299,827 | 6,249 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,846 | 5,008 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $267,798 | 5,202 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||