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Legalzoom shares owned by Creative Planning

Quarter-by-quarter ownership of Legalzoom (LZ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Legalzoom

Tip: Access up to 7 years of quarterly data

All positions including Legalzoom held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legalzoom by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 40k 10.38
2025-06-30 $124k 14k 8.91
2025-03-31 $113k 13k 8.61
2024-12-31 $79k 11k 7.51
2024-09-30 $72k 11k 6.35
2022-06-30 $342k 31k 10.98