Position in LZM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$473,403
-$429,919 QoQ
Shares Held
140,894
-33.4% QoQ
Ownership
0.165%
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 0.7324655414708929.ToString("F0")%
Shared 0.ToString("F0")%
None 99.2675344585291.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, 2026Creative Planning holds $99,414,605 across 19 Other Industrial Metals & Mining names. LZM ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
505,442 | $47,152,683 | |
| 2 | BHP |
BHP Group Ltd
|
428,103 | $31,140,211 | |
| 3 | TECK |
Teck Resources Ltd
|
112,700 | $5,832,225 | |
| 4 | VALE |
Vale S.A.
|
321,097 | $5,108,653 | |
| 5 | MP |
MP Materials Corp. / DE
|
56,153 | $2,709,943 | |
| 6 | CRML |
Critical Metals Corp.
|
332,942 | $2,643,559 | |
| 7 | MTRN |
MATERION Corp
|
10,705 | $1,548,478 | |
| 8 | CMP |
Compass Minerals International Inc
|
36,220 | $845,737 |
All Filings in LZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $473,403 | 140,894 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $903,322 | 211,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,153,404 | 392,957 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $448,877 | 108,951 | 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 | |
| No filing history on record for this holder in this stock. | ||||||