LZ β€” LEGALZOOM COM INC

Ownership history in Avory & Company, LLC  Β·  4 quarters on record

AI Ownership Summary

Avory & Company, LLC reported LEGALZOOM COM INC (LZ) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.35% in 2025 Q3. The latest visible filing shows LZ at 2.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avory & Company, LLC's position in LEGALZOOM COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LZ was reported at 2.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avory & Company, LLC held LZ β€” position size vs. price
% of Fund (quarterly)    LZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 358,309 -18,110 -4.8% 2.28% $3.6M 2026-02-14 (Est.) $6.87
2025 Q3 ADDED 376,419 +1,586 +0.4% 2.35% $3.9M 2025-10-31 $9.97
2025 Q2 ADDED 374,833 +6,296 +1.7% 2.04% $3.3M 2025-07-31 $8.99
2025 Q1 INITIATED 368,537 β€” β€” 2.10% $3.2M 2025-04-24 $7.03

FAQ About Avory & Company, LLC and LZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avory & Company, LLC reported owning LZ?

Avory & Company, LLC reported LZ across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LZ position in Avory & Company, LLC's portfolio?

The largest reported portfolio weight for LZ was 2.35% in 2025 Q3.

What is the latest reported LZ position on this page?

The most recent filing on this page is 2025 Q4, when Avory & Company, LLC reported 358,309 shares, equal to 2.28% of portfolio, with an estimated market value of $3.6M.

What does the chart on this LZ ownership page compare?

The chart compares Avory & Company, LLC's quarterly LZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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