Position in LZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$435,977
-$328,245 QoQ
Shares Held
76,892
-0.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Summit Trail Advisors, LLC holds $18,694,687 across 9 Specialty Business Services names. LZ ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
158,783 | $5,271,595 | |
| 2 | DLB |
Dolby Laboratories, Inc.
|
68,821 | $4,133,389 | |
| 3 | ARMK |
Aramark
|
92,065 | $3,732,315 | |
| 4 | CTAS |
Cintas Corp
|
15,141 | $2,560,948 | |
| 5 | RBA |
Rb Global Inc.
|
9,850 | $944,122 | |
| 6 | GPN |
Global Payments Inc
|
9,917 | $667,414 | |
| 7 | RELX |
Relx PLC
|
17,641 | $584,799 | |
| 8 | LZ |
Legalzoom.Com, Inc.
This page
|
76,892 | $435,977 |
All Filings in LZ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $435,977 | 76,892 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $764,222 | 76,961 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $765,358 | 73,734 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $656,969 | 73,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $636,890 | 73,971 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $552,217 | 73,531 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $437,095 | 68,834 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,118,487 | 133,312 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,780,596 | 133,478 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,508,979 | 133,538 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,505,158 | 137,583 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,607,739 | 133,091 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,106,371 | 117,950 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $910,905 | 117,688 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,476,902 | 172,334 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,893,950 | 172,334 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||