Position in LZM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,951
+$1,814 QoQ
Shares Held
503
+1126.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 89 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LZM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026IFP Advisors, Inc holds $5,451,315 across 24 Other Industrial Metals & Mining names. LZM ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
40,676 | $2,278,262 | |
| 2 | USAR |
USA Rare Earth, Inc.
|
67,896 | $1,465,195 | |
| 3 | RIO |
Rio Tinto PLC
|
15,267 | $1,449,296 | |
| 4 | BHP |
BHP Group Ltd
|
1,115 | $92,890 | |
| 5 | NB |
Niocorp Developments Ltd
|
9,515 | $45,862 | |
| 6 | CMP |
Compass Minerals International Inc
|
604 | $18,802 | |
| 7 | CRML |
Critical Metals Corp.
|
1,744 | $17,876 | |
| 8 | VALE |
Vale S.A.
|
1,180 | $17,747 |
All Filings in LZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,951 | 503 | Shares | Sole | 2026-07-20 | |
| 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. | ||||||