Back to LZ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → LZ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LZ Position History
LegalZoom.com, Inc. • Financial Services
Quarters held
5
Latest value
$340K
Q3 2026
Peak value
$745K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $598K |
| Q4 2025 | $745K |
| Q1 2026 | $296K |
| Q2 2026 | $533K |
| Q3 2026 | $340K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $340K | 57.5K | — | — |
| Q2 2026 | $533K | 73.5K | — | — |
| Q1 2026 | $296K | 50.7K | — | — |
| Q4 2025 | $745K | 71.2K | — | — |
| Q3 2025 | $598K | 60.0K | — | — |
Other funds holding LZ
$41.5M
$31.4M
$27.9M
$27.9M
$27.4M
$27.4M
$25.1M