Question 1

Does Creative Planning own LZM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Creative Planning holds 145,484 shares of LZM (Lifezone Metals), worth $564,478.

Question 2

How many shares of LZM does Creative Planning own?

Accepted Answer

As of its Q2 2026 13F, Creative Planning holds 145,484 shares of LZM (Lifezone Metals).

Question 3

What is Creative Planning's LZM position worth?

Accepted Answer

As of its Q2 2026 13F, Creative Planning's LZM position is worth $564,478.

Question 4

Is Creative Planning buying or selling LZM?

Accepted Answer

In Q2 2026, Creative Planning increased its LZM position by 4,590 shares (+3.3%).

Question 5

When did Creative Planning first buy LZM?

Accepted Answer

Creative Planning first reported LZM in its Q3 2024 13F and has listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	145,484	+3.3%	$564,478	0.0%	$3.88	25
2026-Q1	Decreased	140,894	-33.4%	$473,404	0.0%	$4.36	0
2025-Q4	Decreased	211,551	-46.2%	$903,323	0.0%	$4.30	0
2025-Q3	Increased	392,957	+260.7%	$2.2M	0.0%	$5.30	42
2025-Q2	Decreased	108,951	-12.9%	$448,878	0.0%	$4.22	0
2025-Q1	Increased	125,155	+60.5%	$523,148	0.0%	$4.46	35
2024-Q4	Increased	78,004	+213.3%	$542,128	0.0%	$6.99	39
2024-Q3	New	24,895	-	$174,265	0.0%	$7.03	31

LZM8 quarters

LZM
8 quarters