Position in LZM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$477
+$215 QoQ
Shares Held
123
+57.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 89 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LZM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $178,236 across 13 Other Industrial Metals & Mining names. LZM ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
1,092 | $90,974 | |
| 2 | RIO |
Rio Tinto PLC
|
460 | $43,667 | |
| 3 | CRML |
Critical Metals Corp.
|
1,759 | $18,029 | |
| 4 | VALE |
Vale S.A.
|
541 | $8,136 | |
| 5 | MTRN |
MATERION Corp
|
21 | $6,245 | |
| 6 | LAR |
Lithium Argentina AG
|
600 | $4,962 | |
| 7 | LAC |
Lithium Americas Corp.
|
600 | $2,310 | |
| 8 | CMP |
Compass Minerals International Inc
|
52 | $1,618 |
All Filings in LZM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477 | 123 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $262 | 78 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $315 | 74 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $882 | 161 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $642 | 156 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37 | 9 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||