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Disclosery

Laidlaw Wealth Management LLC: RL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laidlaw Wealth Management LLC on RL, newest first. How the timeline and the estimate are built.

Laidlaw Wealth Management LLC held 884 RL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 884 shares
    Change vs previous 13F +884 shares

    1.01% of the 13F portfolio, value $354,846.

    13F-HR 0001800608-26-000003 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -705 shares

    13F-HR 0001800608-26-000002 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 705 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $249,295.

    13F-HR 0001800608-26-000001 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).