Position in LZB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$60,781
+$13,439 QoQ
Shares Held
1,515
+2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 268 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $620,919 across 13 Furnishings, Fixtures & Appliances names. LZB ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SN |
SharkNinja, Inc.
|
1,502 | $228,709 | |
| 2 | MHK |
Mohawk Industries Inc
|
640 | $77,651 | |
| 3 | MBC |
MasterBrand, Inc.
|
7,520 | $77,380 | |
| 4 | LZB |
La-Z-Boy Inc
This page
|
1,515 | $60,781 | |
| 5 | HNI |
Hni Corp
|
1,296 | $52,371 | |
| 6 | TILE |
Interface Inc
|
1,329 | $47,631 | |
| 7 | LEG |
Leggett & Platt Inc
|
3,385 | $39,638 | |
| 8 | MLKN |
Millerknoll, Inc.
|
1,007 | $20,603 |
All Filings in LZB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,781 | 1,515 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $47,342 | 1,473 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $51,544 | 1,383 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $35,417 | 889 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||