Position in LZM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$137
-$8 QoQ
Shares Held
41
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.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, 2026IFP Advisors, Inc holds $3,476,654 across 23 Other Industrial Metals & Mining names. LZM ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
35,257 | $1,701,502 | |
| 2 | RIO |
Rio Tinto PLC
|
14,968 | $1,396,364 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
11,759 | $177,972 | |
| 4 | BHP |
BHP Group Ltd
|
1,115 | $81,105 | |
| 5 | NB |
Niocorp Developments Ltd
|
8,985 | $40,073 | |
| 6 | VALE |
Vale S.A.
|
1,180 | $18,773 | |
| 7 | SLI |
Standard Lithium Ltd.
|
5,467 | $18,642 | |
| 8 | TECK |
Teck Resources Ltd
|
179 | $9,263 |
All Filings in LZM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137 | 41 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $145 | 34 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $241 | 44 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $164 | 40 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $58 | 14 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $97 | 14 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||