Position in LZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,983,324
-$4,495,407 QoQ
Shares Held
1,055,260
0.0% QoQ
Ownership
0.615%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Coastal Bridge Advisors, LLC holds $7,301,340 across 3 Specialty Business Services names. LZ ranks #1 (81.9% of the industry book) .
All Filings in LZ
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,983,324 | 1,055,260 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,478,731 | 1,055,260 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,576,398 | 1,115,260 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,027,327 | 1,237,635 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,656,037 | 1,237,635 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $9,627,895 | 1,282,010 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,572,188 | 1,349,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,751,121 | 1,996,558 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $24,170,239 | 1,811,862 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,337,360 | 1,888,262 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $20,777,926 | 1,899,262 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,601,857 | 2,284,922 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $24,455,667 | 2,607,214 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,154,797 | 2,603,979 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $22,342,941 | 2,607,111 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,376,949 | 2,127,111 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $38,207,849 | 2,702,111 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $46,566,328 | 2,897,718 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||