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Lord & Richards Wealth Management, LLC: JUCY position timeline

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

Lord & Richards Wealth Management, LLC held 108,326 JUCY 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 108,326 shares
    Change vs previous 13F -19,513 shares

    1.79% of the 13F portfolio, value $2,337,671.

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

  2. period ended2026-06-30
    13F 127,839 shares
    Change vs previous 13F +7,283 shares

    2.2% of the 13F portfolio, value $2,809,921.

    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 120,556 shares
    Change vs previous 13F +1,443 shares

    2.34% of the 13F portfolio, value $2,670,338.

    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).

  4. period ended2025-12-31
    13F 119,113 shares
    Change vs previous 13F +8,265 shares

    2.27% of the 13F portfolio, value $2,644,321.

    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).

  5. period ended2025-09-30
    13F 110,848 shares
    Change vs previous 13F +6,233 shares

    2.26% of the 13F portfolio, value $2,470,253.

    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).

  6. period ended2025-06-30
    13F 104,615 shares
    Change vs previous 13F +16,687 shares

    2.43% of the 13F portfolio, value $2,325,581.

    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).

  7. period ended2025-03-31
    13F 87,928 shares
    Change vs previous 13F +46,641 shares

    2.28% of the 13F portfolio, value $2,007,397.

    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).

  8. period ended2024-12-31
    13F 41,287 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $940,106.

    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).