Position in LZB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$308,001
+$61,359 QoQ
Shares Held
7,677
+0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#162
of 268 holders
Holding Since
Dec 2025
3 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, 2026SAX WEALTH ADVISORS, LLC holds $308,001 across 1 Furnishings, Fixtures & Appliances name. LZB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LZB |
La-Z-Boy Inc
This page
|
7,677 | $308,001 |
All Filings in LZB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,001 | 7,677 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $246,642 | 7,674 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $286,009 | 7,674 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||