Quick Takeaways
- LAZARD ASSET MANAGEMENT LLC filed SCHEDULE 13G/A for Total Return Securities Fund Equity (SWZ).
- Disclosed ownership: 5.1%.
- Date of event: 30 Jun 2025.
LAZARD ASSET MANAGEMENT LLC - 30 Jun 2025 SCHEDULE 13G/A Report for Total Return Securities Fund Equity (SWZ)
- Filing Manager
- LAZARD ASSET MANAGEMENT LLC
- Reporting Manager
- Lazard Asset Management LLC
- Security
- Total Return Securities Fund Equity
- Symbol
- SWZ
- Shares outstanding
- 13,063,765 shares
- Disclosed Ownership
- 666,252 shares
- Ownership
- 5.1%
- Form type
- SCHEDULE 13G/A
- Filing time
- 14 Aug 2025, 15:52:48 UTC
- Date of event
- 30 Jun 2025
- Previous filing
- 15 May 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"LAZARD ASSET MANAGEMENT LLC disclosed 5.1% ownership in Total Return Securities Fund Equity (SWZ) on 30 Jun 2025."
What Changed
- Previous schedule filing date: 15 May 2025.
- Current filing was accepted on 14 Aug 2025, 15:52.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (1)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Lazard Asset Management LLC | 5.1% | 666,252 | 666,252 | 0 | Mark Anderson | Managing Director, General Counsel |