Van Berkom & Associates Inc. LAZ LAZARD INC

Ownership history in Van Berkom & Associates Inc.  ·  3 quarters on record

AI Ownership Summary

Van Berkom & Associates Inc. reported LAZARD INC (LAZ) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows LAZ at 0.09% 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 LAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Van Berkom & Associates Inc.'s position in LAZARD 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
2026 Q1

LAZ was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Van Berkom & Associates Inc. held LAZ — position size vs. price
% of Fund (quarterly)    LAZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 64,831 +4,514 +7.5% 0.09% $3K 2026-05-07 $45.96
2025 Q4 ADDED 60,317 +4,986 +9.0% 0.08% $2.9M 2026-02-02 $52.77
2025 Q3 INITIATED 55,331 0.08% $2.9M 2025-11-04 $47.53

FAQ About Van Berkom & Associates Inc. and LAZ

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

How long has Van Berkom & Associates Inc. reported owning LAZ?

Van Berkom & Associates Inc. reported LAZ across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported LAZ position in Van Berkom & Associates Inc.'s portfolio?

The largest reported portfolio weight for LAZ was 0.09% in 2026 Q1.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2026 Q1, when Van Berkom & Associates Inc. reported 64,831 shares, equal to 0.09% of portfolio, with an estimated market value of $3K.

What does the chart on this LAZ ownership page compare?

The chart compares Van Berkom & Associates Inc.'s quarterly LAZ 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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