True Wealth Design’s LegalZoom.com LZ Stock Holding History

True Wealth Design’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	$1.77K	Sell	315 -147	-32%	-$961	﹤0.01%	1723
2026 Q2	$2.83K	Buy	462 +146	+46%	+$895	﹤0.01%	1555
2026 Q1	$1.79K	Sell	316 -164	-34%	-$1.24K	﹤0.01%	1596
2025 Q4	$4.77K	Buy	480 +108	+29%	+$1.07K	﹤0.01%	1102
2025 Q3	$3.86K	Buy	372 +198	+114%	+$1.97K	﹤0.01%	1189
2025 Q2	$1.55K	Sell	174 -1,198	-87%	-$10K	﹤0.01%	1281
2025 Q1	$11.8K	Buy	+1,372	New	+$12.3K	﹤0.01%	430

Other funds holding LZ

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

True Wealth Design's LZ Position: Q3 2026 in Review

True Wealth Design reduced its LegalZoom.com (LZ) stake by 32% in Q3 2026, selling an estimated $961 and leaving 315 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

True Wealth Design first reported a position in LZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.8K in Q1 2025. 14 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

True Wealth Design held 315 shares of LegalZoom.com worth $1.77K as of Q3 2026.
True Wealth Design sold 147 LegalZoom.com shares in Q3 2026, an estimated $961.
LegalZoom.com made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1723 holding.
True Wealth Design first reported a position in LegalZoom.com in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's LegalZoom.com position peaked at $11.8K in Q1 2025.
14 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.