Cedar Mountain Advisors
LZ icon

Cedar Mountain Advisors’s LegalZoom.com LZ Stock Holding History

Cedar Mountain Advisors’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$331 Sell
59
-60
-50% -$392 ﹤0.01% 1076
2026
Q2 		$729 Buy
119
+59
+98% +$362 ﹤0.01% 991
2026
Q1 		$340 Buy
+60
New +$455 ﹤0.01% 1056

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Robeco Institutional Asset Management
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Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cedar Mountain Advisors's LZ Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its LegalZoom.com (LZ) stake by 50% in Q3 2026, selling an estimated $392 and leaving 59 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Cedar Mountain Advisors first reported a position in LZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $729 in Q2 2026. 26 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

  • Cedar Mountain Advisors held 59 shares of LegalZoom.com worth $331 as of Q3 2026.
  • Cedar Mountain Advisors sold 60 LegalZoom.com shares in Q3 2026, an estimated $392.
  • LegalZoom.com made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1076 holding.
  • Cedar Mountain Advisors first reported a position in LegalZoom.com in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's LegalZoom.com position peaked at $729 in Q2 2026.
  • 26 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.