Skip to content
Disclosery

Lord & Richards Wealth Management, LLC: DMBS position timeline

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

Lord & Richards Wealth Management, LLC held 111,171 DMBS 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 111,171 shares
    Change vs previous 13F +6,217 shares

    4.27% of the 13F portfolio, value $5,457,365.

    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 104,954 shares
    Change vs previous 13F -505 shares

    4.55% of the 13F portfolio, value $5,182,573.

    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 105,459 shares
    Change vs previous 13F +4,632 shares

    4.5% of the 13F portfolio, value $5,236,576.

    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 100,827 shares
    Change vs previous 13F +4,456 shares

    4.59% of the 13F portfolio, value $5,009,105.

    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 96,371 shares
    Change vs previous 13F +50,414 shares

    4.94% of the 13F portfolio, value $4,728,931.

    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 45,957 shares
    Change vs previous 13F +40,257 shares

    2.56% of the 13F portfolio, value $2,254,191.

    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 5,700 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $274,169.

    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).