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Pinnacle Wealth Planning Services, Inc. → LZ
Pinnacle Wealth Planning Services, Inc. LZ Position History
LegalZoom.com, Inc. • Financial Services
Quarters held
3
Latest value
$16K
Q3 2026
Peak value
$29K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $29K |
| Q2 2026 | $4K |
| Q3 2026 | $16K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16K | 2.8K | — | — |
| Q2 2026 | $4K | 680 | — | — |
| Q1 2026 | $29K | 5.2K | — | — |
Other funds holding LZ
$41.5M
$31.4M
$27.9M
$27.9M
$27.4M
$27.4M
$25.1M