Lord & Richards Wealth Management, LLC: LLY position timeline

Lord & Richards Wealth Management, LLC held 590 LLY 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 590 shares

   Change vs previous 13F -60 shares

   0.55% of the 13F portfolio, value $708,034.

   13F-HR 0002045252-26-000003 filed by Lord & Richards Wealth Management, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 650 shares

   Change vs previous 13F -49 shares

   0.52% of the 13F portfolio, value $597,598.

   13F-HR 0002045252-26-000002 filed by Lord & Richards Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 699 shares

   Change vs previous 13F +19 shares

   0.65% of the 13F portfolio, value $752,101.

   13F-HR 0002045252-26-000001 filed by Lord & Richards Wealth Management, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 680 shares

   Change vs previous 13F +147 shares

   0.48% of the 13F portfolio, value $518,840.

   13F-HR 0002045252-25-000006 filed by Lord & Richards Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 533 shares

   Change vs previous 13F not available

   0.43% of the 13F portfolio, value $415,490.

   13F-HR 0002045252-25-000004 filed by Lord & Richards Wealth Management, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).