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Lord & Richards Wealth Management, LLC: ADME position timeline

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

Lord & Richards Wealth Management, LLC held 74,000 ADME shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,000 shares
    Change vs previous 13F +2,352 shares

    3.22% of the 13F portfolio, value $4,117,807.

    13F-HR 0002045252-26-000003 filed by Lord & Richards 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 71,648 shares
    Change vs previous 13F +433 shares

    3.11% of the 13F portfolio, value $3,541,545.

    13F-HR 0002045252-26-000002 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 71,215 shares
    Change vs previous 13F +2,436 shares

    3.14% of the 13F portfolio, value $3,654,062.

    13F-HR 0002045252-26-000001 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 68,779 shares
    Change vs previous 13F +3,311 shares

    3.22% of the 13F portfolio, value $3,512,150.

    13F-HR 0002045252-25-000006 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 65,468 shares
    Change vs previous 13F +10,851 shares

    3.3% of the 13F portfolio, value $3,155,556.

    13F-HR 0002045252-25-000004 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 54,617 shares
    Change vs previous 13F +33,622 shares

    2.75% of the 13F portfolio, value $2,425,270.

    13F-HR 0002045252-25-000003 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,995 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $980,762.

    13F-HR 0002045252-25-000001 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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