Skip to content
Disclosery

Lord & Richards Wealth Management, LLC: SCHP position timeline

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

Lord & Richards Wealth Management, LLC held 99,127 SCHP 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 99,127 shares
    Change vs previous 13F -15,086 shares

    1.9% of the 13F portfolio, value $2,491,045.

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

  2. period ended2026-06-30
    13F 114,213 shares
    Change vs previous 13F +6,295 shares

    2.37% of the 13F portfolio, value $3,026,636.

    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 107,918 shares
    Change vs previous 13F -104 shares

    2.52% of the 13F portfolio, value $2,871,718.

    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 108,022 shares
    Change vs previous 13F +5,366 shares

    2.46% of the 13F portfolio, value $2,861,509.

    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 102,656 shares
    Change vs previous 13F +93,254 shares

    2.53% of the 13F portfolio, value $2,766,580.

    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 9,402 shares
    Change vs previous 13F +9,390 shares

    0.26% of the 13F portfolio, value $250,844.

    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 12 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $323.

    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).