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Focus Partners Wealth: LZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on LZ, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 67,874 LZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,874 shares
    Change vs previous 13F +67,874 shares

    <0.01% of the 13F portfolio, value $416,068.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -39,457 shares

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 39,457 shares
    Change vs previous 13F +1,279 shares

    <0.01% of the 13F portfolio, value $391,809.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,770 shares
    • Focus Partners Advisor Solutions, LLC: 20,687 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,178 shares
    Change vs previous 13F +14,989 shares

    <0.01% of the 13F portfolio, value $392,540.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,515 shares
    • Focus Partners Advisor Solutions, LLC: 21,663 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,581.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,376 shares
    • Focus Partners Advisor Solutions, LLC: 10,813 shares

    Acceptance time not in the bulk data set (spec §4.2).