Position in LZM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$38
-$186 QoQ
Shares Held
10
-75.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 89 holders
Holding Since
Jun 2025
3 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, 2026Clearstead Advisors, LLC holds $1,892,393 across 16 Other Industrial Metals & Mining names. LZM ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
22,970 | $1,286,549 | |
| 2 | BHP |
BHP Group Ltd
|
3,207 | $267,175 | |
| 3 | RIO |
Rio Tinto PLC
|
2,654 | $251,944 | |
| 4 | VALE |
Vale S.A.
|
4,897 | $73,650 | |
| 5 | NB |
Niocorp Developments Ltd
|
651 | $3,137 | |
| 6 | CMP |
Compass Minerals International Inc
|
96 | $2,988 | |
| 7 | NEXA |
Nexa Resources S.A.
|
180 | $2,203 | |
| 8 | MTRN |
MATERION Corp
|
6 | $1,784 |
All Filings in LZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38 | 10 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $224 | 41 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $144 | 35 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||