LZB La-Z-Boy Inc

Ownership history in Bollard Group LLC  ·  22 quarters on record

AI Ownership Summary

Bollard Group LLC reported La-Z-Boy Inc (LZB) in 22 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows LZB at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LZB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bollard Group LLC's position in La-Z-Boy 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 Q3

LZB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 Bollard Group LLC held LZB — position size vs. price
% of Fund (quarterly)    LZB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,012 +13 +0.7% 0.00% $69K 2025-11-14 $29.97
2025 Q2 ADDED 1,999 +107 +5.7% 0.00% $74K 2025-08-13 $38.52
2025 Q1 ADDED 1,892 +10 +0.5% 0.00% $74K 2025-05-15 $43.01
2024 Q4 ADDED 1,882 +9 +0.5% 0.00% $82K 2025-02-14 $44.14
2024 Q3 ADDED 1,873 +9 +0.5% 0.00% $80K 2024-11-13 $41.72
2024 Q2 ADDED 1,864 +11 +0.6% 0.00% $69K 2024-08-14 $38.89
2024 Q1 ADDED 1,853 +10 +0.5% 0.00% $70K 2024-05-13 $34.16
2023 Q4 ADDED 1,843 +10 +0.5% 0.00% $68K 2024-02-13 $35.33
2023 Q3 ADDED 1,833 +10 +0.5% 0.00% $57K 2023-11-14 $29.69
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bollard Group LLC and LZB

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

How long has Bollard Group LLC reported owning LZB?

Bollard Group LLC reported LZB across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported LZB position in Bollard Group LLC's portfolio?

The largest reported portfolio weight for LZB was 0.00% in 2023 Q4.

What is the latest reported LZB position on this page?

The most recent filing on this page is 2025 Q3, when Bollard Group LLC reported 2,012 shares, equal to 0.00% of portfolio, with an estimated market value of $69K.

What does the chart on this LZB ownership page compare?

The chart compares Bollard Group LLC's quarterly LZB 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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