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Disclosery

Lord & Richards Wealth Management, LLC: FRDM position timeline

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

Lord & Richards Wealth Management, LLC held 35,078 FRDM 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 35,078 shares
    Change vs previous 13F +311 shares

    2% of the 13F portfolio, value $2,557,216.

    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 34,767 shares
    Change vs previous 13F -25 shares

    1.67% of the 13F portfolio, value $1,899,984.

    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 34,792 shares
    Change vs previous 13F +10,976 shares

    1.53% of the 13F portfolio, value $1,783,799.

    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 23,816 shares
    Change vs previous 13F +1,866 shares

    0.97% of the 13F portfolio, value $1,055,264.

    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 21,950 shares
    Change vs previous 13F +13,052 shares

    0.93% of the 13F portfolio, value $886,780.

    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 8,898 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $311,895.

    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).