WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LZM β€” LIFEZONE METALS LIMITED

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LIFEZONE METALS LIMITED (LZM) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows LZM 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.

What this LZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in LIFEZONE METALS LIMITED, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held LZM β€” position size vs. price
% of Fund (quarterly)    LZM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 10,272 β€” β€” 0.00% $36K 2026-07-15 $3.45

🏒 Other funds also holding LZM

As of 2026 Q2 β€” sorted by position size

EASTERN BANK 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% GAMMA Investing LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and LZM

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning LZM?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LZM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported LZM position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for LZM was 0.00% in 2026 Q2.

What is the latest reported LZM position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 10,272 shares, equal to 0.00% of portfolio, with an estimated market value of $36K.

What does the chart on this LZM ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly LZM 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.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings