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True Wealth Design’s Lifezone Metals LZM Stock Holding History

True Wealth Design’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 		$64 Sell
17
-106
-86% -$405 ﹤0.01% 2487
2026
Q2 		$478 Buy
123
+45
+58% +$210 ﹤0.01% 2217
2026
Q1 		$263 Buy
78
+4
+5% +$19 ﹤0.01% 2266
2025
Q4 		$316 Sell
74
-87
-54% -$393 ﹤0.01% 2102
2025
Q3 		$883 Buy
161
+5
+3% +$23 ﹤0.01% 1792
2025
Q2 		$643 Buy
156
+147
+1,633% +$547 ﹤0.01% 1638
2025
Q1 		$38 Buy
+9
New +$50 ﹤0.01% 2449

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

True Wealth Design reduced its Lifezone Metals (LZM) stake by 86% in Q3 2026, selling an estimated $405 and leaving 17 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

True Wealth Design first reported a position in LZM in Q1 2025 and has held it in 7 quarters since. The position peaked at $883 in Q3 2025. 7 funds tracked by Wall St. Rank hold LZM as of Q3 2026.

  • True Wealth Design held 17 shares of Lifezone Metals worth $64 as of Q3 2026.
  • True Wealth Design sold 106 Lifezone Metals shares in Q3 2026, an estimated $405.
  • Lifezone Metals made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2487 holding.
  • True Wealth Design first reported a position in Lifezone Metals in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Lifezone Metals position peaked at $883 in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Lifezone Metals as of Q3 2026.

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