Holdings in LZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$11,489,436 |
1,157,043 |
+15.2%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$10,422,122 |
1,004,058 |
-2.2%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$9,146,293 |
1,026,520 |
+75.1%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$5,048,205 |
586,319 |
+41.5%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$3,111,362 |
414,296 |
-1.0%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$2,656,097 |
418,283 |
-12.6%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$4,014,589 |
478,497 |
+14.1%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$5,593,195 |
419,280 |
-2.9%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$4,877,407 |
431,629 |
+63.3%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$2,891,442 |
264,300 |
+137.5%
|
Principal |
Defined |
2023-11-14 |
| 2023-06-30 |
$1,344,504 |
111,300 |
+164.3%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$395,057 |
42,117 |
+3.6%
|
Principal |
Defined |
2023-05-15 |
| 2022-12-31 |
$314,569 |
40,642 |
-10.3%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$388,375 |
45,318 |
-6.2%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$530,992 |
48,316 |
-20.9%
|
Principal |
Defined |
2022-08-15 |
| 2022-03-31 |
$863,416 |
61,062 |
+27.2%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$771,424 |
48,004 |
+1.5%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$1,248,720 |
47,300 |
—
|
Shares |
Defined |
2021-11-15 |
