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Legalzoom shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Legalzoom (LZ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Legalzoom

Tip: Access up to 7 years of quarterly data

All positions including Legalzoom held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legalzoom by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $368k 41k 8.91
2025-03-31 $346k 40k 8.61
2024-12-31 $240k 32k 7.51

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Legalzoom

Francisco Partners Management
Vanguard Group
Technology Crossover Management IX
BlackRock
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Franklin Resources
Geode Capital Management
Jane Street
Dimensional Fund Advisors
State Street Corporation
Jpmorgan Chase & Co
Punch & Associates Investment Management
AQR Capital Management
Qube Research & Technologies

View all funds holding Legalzoom