Back to LZ
Accurate Wealth Management, LLC → LZ
Accurate Wealth Management, LLC LZ Position History
LegalZoom.com, Inc. • Financial Services
Quarters held
4
Latest value
$435K
Q3 2026
Peak value
$637K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $637K |
| Q1 2026 | $441K |
| Q2 2026 | $509K |
| Q3 2026 | $435K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $435K | 71.8K | — | — |
| Q2 2026 | $509K | 70.2K | — | — |
| Q1 2026 | $441K | 78.5K | — | — |
| Q4 2025 | $637K | 61.4K | — | — |
Other funds holding LZ
$41.5M
$31.4M
$27.9M
$27.9M
$27.4M
$27.4M
$25.1M