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Lord & Richards Wealth Management, LLC: BRK-B position timeline

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

Lord & Richards Wealth Management, LLC held 1,290 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,290 shares
    Change vs previous 13F +123 shares

    0.49% of the 13F portfolio, value $642,356.

    13F-HR 0002045252-26-000005 filed by Lord & Richards Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,167 shares
    Change vs previous 13F -74 shares

    0.46% of the 13F portfolio, value $583,955.

    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).

  3. period ended2026-03-31
    13F 1,241 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $594,688.

    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).