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Lord & Richards Wealth Management, LLC: BKAG position timeline

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

Lord & Richards Wealth Management, LLC held 255,358 BKAG 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 255,358 shares
    Change vs previous 13F +15,642 shares

    8.38% of the 13F portfolio, value $10,712,285.

    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 239,716 shares
    Change vs previous 13F +750 shares

    8.87% of the 13F portfolio, value $10,116,028.

    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 238,966 shares
    Change vs previous 13F +11,661 shares

    8.7% of the 13F portfolio, value $10,128,083.

    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 227,305 shares
    Change vs previous 13F +14,530 shares

    8.87% of the 13F portfolio, value $9,683,186.

    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 212,775 shares
    Change vs previous 13F +31,883 shares

    9.38% of the 13F portfolio, value $8,974,860.

    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 180,892 shares
    Change vs previous 13F +104,251 shares

    8.64% of the 13F portfolio, value $7,620,981.

    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 76,641 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $3,159,141.

    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).