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Meriwether Wealth & Planning’s Lifezone Metals LZM Stock Holding History

Meriwether Wealth & Planning’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$308 Buy
+82
New +$313 ﹤0.01% 815

Other funds holding LZM

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Meriwether Wealth & Planning's LZM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Lifezone Metals (LZM) in Q3 2026: 82 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

8 funds tracked by Wall St. Rank hold LZM as of Q3 2026.

  • Meriwether Wealth & Planning held 82 shares of Lifezone Metals worth $308 as of Q3 2026.
  • Lifezone Metals was a new Meriwether Wealth & Planning position in Q3 2026.
  • Lifezone Metals made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #815 holding.
  • 8 funds tracked by Wall St. Rank held Lifezone Metals as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.