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Lord & Richards Wealth Management, LLC: FANG position timeline

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

Lord & Richards Wealth Management, LLC held 3,941 FANG 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 3,941 shares
    Change vs previous 13F -1,362 shares

    0.54% of the 13F portfolio, value $692,696.

    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 5,303 shares
    Change vs previous 13F -224 shares

    0.92% of the 13F portfolio, value $1,048,632.

    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 5,527 shares
    Change vs previous 13F -5,585 shares

    0.71% of the 13F portfolio, value $830,796.

    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 11,112 shares
    Change vs previous 13F +1,255 shares

    1.46% of the 13F portfolio, value $1,590,128.

    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 9,857 shares
    Change vs previous 13F +2,708 shares

    1.42% of the 13F portfolio, value $1,354,352.

    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 7,149 shares
    Change vs previous 13F +4,067 shares

    1.3% of the 13F portfolio, value $1,142,982.

    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 3,082 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $504,924.

    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).