Creative Planning
Holdings in LZM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $903,322 | 211,551 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,136,471 | 389,867 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,527 | 1,099 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $523,147 | 125,155 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $542,127 | 78,004 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $174,265 | 24,895 | Shares | Sole | 2024-10-11 |