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Lord & Richards Wealth Management, LLC: PGF position timeline

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

Lord & Richards Wealth Management, LLC held 90,368 PGF 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 90,368 shares
    Change vs previous 13F +5,995 shares

    0.97% of the 13F portfolio, value $1,238,947.

    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 84,373 shares
    Change vs previous 13F -6,742 shares

    1.02% of the 13F portfolio, value $1,160,982.

    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 91,115 shares
    Change vs previous 13F +4,620 shares

    1.11% of the 13F portfolio, value $1,288,383.

    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 86,495 shares
    Change vs previous 13F +3,279 shares

    1.16% of the 13F portfolio, value $1,264,558.

    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 83,216 shares
    Change vs previous 13F +46,636 shares

    1.23% of the 13F portfolio, value $1,174,180.

    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 36,580 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $522,361.

    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).