Position in LZB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$7,783
+$6,209 QoQ
Shares Held
194
+295.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#226
of 268 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Dogwood Wealth Management LLC holds $14,760 across 2 Furnishings, Fixtures & Appliances names. LZB ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LZB |
La-Z-Boy Inc
This page
|
194 | $7,783 | |
| 2 | SGI |
Somnigroup International Inc.
|
89 | $6,977 |
All Filings in LZB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,783 | 194 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,574 | 49 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||