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Lord & Richards Wealth Management, LLC: DUBS position timeline

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

Lord & Richards Wealth Management, LLC held 46,969 DUBS 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 46,969 shares
    Change vs previous 13F +1,886 shares

    1.53% of the 13F portfolio, value $1,956,019.

    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 45,083 shares
    Change vs previous 13F +1,884 shares

    1.43% of the 13F portfolio, value $1,625,702.

    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 43,199 shares
    Change vs previous 13F +14,729 shares

    1.4% of the 13F portfolio, value $1,627,399.

    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 28,470 shares
    Change vs previous 13F +2,395 shares

    0.95% of the 13F portfolio, value $1,040,536.

    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 26,075 shares
    Change vs previous 13F +6,921 shares

    0.92% of the 13F portfolio, value $881,335.

    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 19,154 shares
    Change vs previous 13F +11,405 shares

    0.67% of the 13F portfolio, value $591,518.

    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 7,749 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $250,251.

    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).