Creative Planning
Holdings in LZB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,178,319 | 58,447 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $34,628 | 1,009 | Shares | Defined | 2025-11-14 |
| 2025-03-31 | $345,125 | 8,829 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $355,922 | 8,169 | Shares | Defined | 2025-02-14 |
| 2023-09-30 | $1,667 | 54 | Shares | Sole | 2023-11-16 |