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Lord & Richards Wealth Management, LLC: PCMM position timeline

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

Lord & Richards Wealth Management, LLC held 45,298 PCMM 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 45,298 shares
    Change vs previous 13F -1,138 shares

    1.77% of the 13F portfolio, value $2,259,243.

    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 46,436 shares
    Change vs previous 13F -514 shares

    2% of the 13F portfolio, value $2,283,364.

    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 46,950 shares
    Change vs previous 13F +3,277 shares

    2.02% of the 13F portfolio, value $2,353,091.

    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 43,673 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $2,208,544.

    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).