Position in LZM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$15,583
-$9,366 QoQ
Shares Held
4,638
-20.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LZM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026SIGNATUREFD, LLC holds $7,154,548 across 15 Other Industrial Metals & Mining names. LZM ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
42,882 | $3,119,236 | |
| 2 | RIO |
Rio Tinto PLC
|
22,202 | $2,071,224 | |
| 3 | TECK |
Teck Resources Ltd
|
19,642 | $1,016,473 | |
| 4 | VALE |
Vale S.A.
|
33,304 | $529,866 | |
| 5 | MP |
MP Materials Corp. / DE
|
3,907 | $188,551 | |
| 6 | LAC |
Lithium Americas Corp.
|
23,782 | $93,938 | |
| 7 | CRML |
Critical Metals Corp.
|
6,750 | $53,595 | |
| 8 | MTRN |
MATERION Corp
|
169 | $24,445 |
All Filings in LZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,583 | 4,638 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $24,949 | 5,843 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $25,931 | 4,732 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,409 | 1,313 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,827 | 2,351 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,525 | 2,090 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,517 | 931 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||