Position in LZM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$262
-$53 QoQ
Shares Held
78
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026True Wealth Design, LLC holds $172,801 across 12 Other Industrial Metals & Mining names. LZM ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
1,089 | $79,213 | |
| 2 | RIO |
Rio Tinto PLC
|
615 | $57,373 | |
| 3 | CRML |
Critical Metals Corp.
|
1,759 | $13,966 | |
| 4 | VALE |
Vale S.A.
|
538 | $8,559 | |
| 5 | MTRN |
MATERION Corp
|
29 | $4,194 | |
| 6 | LAR |
Lithium Argentina AG
|
600 | $4,008 | |
| 7 | LAC |
Lithium Americas Corp.
|
600 | $2,370 | |
| 8 | TECK |
Teck Resources Ltd
|
45 | $2,328 |
All Filings in LZM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||