Back to LGI
BAKER TILLY WEALTH MANAGEMENT, LLC → LGI
BAKER TILLY WEALTH MANAGEMENT, LLC LGI Position History
Lazard Global Total Return and Income Fund, Inc. • Financial Services
Quarters held
3
Latest value
$10.1M
Q3 2026
Peak value
$10.1M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1M |
| Q2 2026 | $5.7M |
| Q3 2026 | $10.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.1M | 287.2K | — | — |
| Q2 2026 | $5.7M | 163.1K | — | — |
| Q1 2026 | $1M | 31.5K | — | — |
Other funds holding LGI
$547.9M
$516.9M
$500.8M
$454.1M
$301.6M
$279.7M
$268.3M
$268.1M