Skip to main content
Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

LAZ holding history

Lazard, Inc. in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LAZ overviewAll 13F holders of LAZFull Q2 2026 holdings

Shares (Q2 2026)
11,055
Value
$463.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LAZ by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,055$463.6K<0.1%−33−0.3%ReducedHolders
Q1 202611,088$471.0K<0.1%+28+0.3%AddedHolders
Q4 202511,060$537.1K<0.1%+8+0.1%AddedHolders
Q3 202511,052$548.5K<0.1%00.0%UnchangedHolders
Q2 202511,052$566.7K<0.1%00.0%UnchangedHolders
Q1 202511,052$478.6K<0.1%−130−1.2%ReducedHolders
Q4 202411,182$575.6K<0.1%+130+1.2%AddedHolders
Q3 202411,052$556.8K<0.1%00.0%UnchangedHolders
Q2 202411,052$422.0K<0.1%00.0%UnchangedHolders
Q1 202411,052$434.0K<0.1%00.0%UnchangedHolders
Q4 202311,052$384.6K<0.1%00.0%UnchangedHolders
Q3 202311,052$342.7K<0.1%00.0%UnchangedHolders
Q2 202311,052$353.7K<0.1%00.0%UnchangedHolders
Q1 202311,052$365.9K<0.1%00.0%UnchangedHolders
Q4 202211,052$383.2K<0.1%−589−5.1%ReducedHolders
Q3 202211,641$371.0K<0.1%−35−0.3%ReducedHolders
Q2 202211,676$378.0K<0.1%−126,326−91.5%ReducedHolders
Q1 2022138,002$4.76M0.2%+53,411+63.1%AddedHolders
Q4 202184,591$3.69M0.2%+17,647+26.4%AddedHolders
Q3 202166,944$3.07M0.2%+3,496+5.5%AddedHolders
Q2 202163,448$2.87M0.2%+17,341+37.6%AddedHolders
Q1 202146,107$2.01M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.