Position in LZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$424,223
-$279,476 QoQ
Shares Held
74,819
+5.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Arkadios Wealth Advisors holds $7,823,885 across 10 Specialty Business Services names. LZ ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
56,795 | $1,885,593 | |
| 2 | TRI |
Thomson Reuters Corp /Can/
|
19,729 | $1,775,214 | |
| 3 | RELX |
Relx PLC
|
37,812 | $1,253,467 | |
| 4 | AZZ |
Azz Inc
|
5,827 | $729,131 | |
| 5 | TRNS |
Transcat Inc
|
6,124 | $449,807 | |
| 6 | LZ |
Legalzoom.Com, Inc.
This page
|
74,819 | $424,223 | |
| 7 | GPN |
Global Payments Inc
|
6,248 | $420,489 | |
| 8 | CTAS |
Cintas Corp
|
2,314 | $391,389 |
All Filings in LZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $424,223 | 74,819 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $703,699 | 70,866 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $792,461 | 76,345 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $650,429 | 73,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $603,353 | 70,076 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||