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Creative Planning LZB Position History
La-Z-Boy Incorporated • Consumer Cyclical
Quarters held
8
Latest value
$3.8M
Q3 2026
Peak value
$8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35K |
| Q3 2025 | $651K |
| Q4 2025 | $2.2M |
| Q1 2026 | $3.1M |
| Q2 2026 | $116K |
| Q2 2026 | $8M |
| Q3 2026 | $29K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 127.5K | — | — |
| Q3 2026 | $29K | 977 | — | — |
| Q2 2026 | $8M | 200.3K | — | — |
| Q2 2026 | $116K | 2.9K | — | — |
| Q1 2026 | $3.1M | 96.6K | — | — |
| Q4 2025 | $2.2M | 58.4K | — | — |
| Q3 2025 | $651K | 19.0K | — | — |
| Q3 2025 | $35K | 1.0K | — | — |
Other funds holding LZB
$177.4M
$67.2M
$67.2M
$60.2M
$52.3M
$49.3M
$44.3M