Position in LZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$488,929
-$1,562,033 QoQ
Shares Held
86,231
-58.3% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Beacon Pointe Advisors, LLC holds $13,690,173 across 6 Specialty Business Services names. LZ ranks #5 (3.6% of the industry book) .
All Filings in LZ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $488,929 | 86,231 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,050,962 | 206,542 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||