Back to LGI
SFG Wealth Management, LLC. → LGI
SFG Wealth Management, LLC. LGI Position History
Lazard Global Total Return and Income Fund, Inc. • Financial Services
Quarters held
3
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $716K |
| Q4 2025 | $693K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 35.7K | — | — |
| Q4 2025 | $693K | 22.8K | — | — |
| Q3 2025 | $716K | 25.3K | — | — |
Other funds holding LGI
$547.9M
$516.9M
$500.8M
$454.1M
$301.6M
$279.7M
$268.3M
$268.1M